Summer is over – time to get serious – NOT! Attitude is everything and we mean to make the afternoon fun and enjoyable as well as informative.

You’ve retired, you are about to retire, you’ve been forced to retire  or you would like to retire from that same old 9 to 5 (or whatever hours you actually put it) and you ask yourself,

WHAT THE HECK DO I DO NOW?

Come join us on September 8 at 2:00pm at the Country Pancake House in Lakewood Ranch (click on the tab above to get directions Where We Are).  Light refreshments will be provided while you hear:

• Why Rhoda Rose Olson,  is the “Bee Happy Success Coach”. You’ve seen her speaking around Sarasota, most recently at Designing Women’s Boutique. In addition to a singer and pianist,  Rhoda currently has a one-woman show called “Let Your Light Shine”. In this show, she uses the beauty of music, the fun of humor and the encouragement of inspiration to entertain.
• Victoria Roberts, CFP,CDFA  discussing  what credentials to look for in choosing a financial planner and why you should choose a Certified Financial Planner.
• Vicki Toler, CRMS, CSA explores the challenges of  financing or refinancing  a home in today’s marketplace.  Are the banks lending money?  and if so to whom? What options do I have if I want to borrow money?
• Joe W. Lehn Attorney at Law  highlights the warning signs you need to remember to keep from being financially scammed.