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Events

Our Mission

Our mission is to provide top-notch financial education that empowers students to gain a deep understanding of their finances and make smart financial decisions for their future retirement. Shocking data from the Dodd-Frank Commission showed that many Americans lacked basic financial literacy, highlighting the urgent need for financial education. Our Educational Courses offer students a comprehensive education on financial concepts, terms, and strategies that are essential for making informed financial decisions. We make learning easy with our user-friendly format while covering everything you need to know to prepare for your retirement. Our courses run year-round, so check our Upcoming Events page frequently to stay informed.

Upcoming Events

Optimizing Social Security

Suncoast Technical College
4445 Career Ln
North Port, FL 34298

November 19th or 20th, 6:30pm

Will Awareness

Suncoast Technical College
4445 Career Ln
North Port, FL 34298

November 19th, 3:30pm or 5pm

November 20th, 3:30pm or 5pm

Will Awareness

Punta Gorda Library 

401 Shreve St,

Punta Gorda, FL 33950

December 2nd, 12pm or 2pm

December 4th, 2:30pm or 4:30pm

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