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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

5CFP Dinner Seminar​​

F.M. Don's

201 W Marion Ave,

Punta Gorda, FL 33950

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February 11th & 13th, 6pm

Invite Only

Will Awareness​​

George Mullen Activity Center

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1602 Kramer Way

North Port, FL 34286

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February 24th, 2pm or 4pm

February 26th, 12pm or 2pm

March 31st, 2pm or 4pm

April 2nd, 12pm or 2pm

Will Awareness​​

Florida Southwestern State College

Charlotte Campus

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26300 Airport Rd, Building D, Room 210

Punta Gorda, FL 33950

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March 10th, 2pm or 4pm

March 11th, 12pm or 2pm

Social Security Maximization​​

George Mullen Activity Center

​​

1602 Kramer Way

North Port, FL 34286

​​​

February 24th, 6pm

February 26th, 6pm

March 31st, 6pm

April 2nd, 6pm

Social Security Maximization​​

Florida Southwestern State College

Charlotte Campus

​

26300 Airport Rd, Building D, Room 210

Punta Gorda, FL 33950

​​​

March 10th, 6pm

March 11th, 6pm

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READY TO TAKE

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

THE NEXT STEP?

Or give us a call at (888) 297-8237

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CONTACT US

OUR LOCATION

QUICK LINKS

Phone: (888) 297-8237
Fax: (800) 285-8792

FL Headquarter Office
22119 Elmira Blvd
Port Charlotte
FL 33952

© 2024 Precise Financial Solutions

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The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.

The information is provided as general information and is not intended to be specific financial guidance.

The information is subject to change without notice.

Before making financial decisions, you should consult a financial, legal or tax professional.

Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.

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