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Course Catalog > LECTURES > Sarasota Financial Forum Sponsored by Walsh & Associates

Sarasota Financial Forum Sponsored by Walsh & Associates   

Are you planning for retirement or other significant life changes? Do you fully understand Social Security and Medicare? Our Personal Finance classes will help you overcome the fear and anxiety that often comes with money matters such as budgeting, investing, or realizing your dream of opening your own business. Our qualified instructors specialize in introducing people to money management and how to avoid potential mistakes, and they can teach you proven strategies to take control of your financial destiny. Gain confidence in yourself as you gain the understanding to master your financial future.

Disclosure: During some presentations, certain investments such as stocks, bonds, mutual funds, and ETFs will be discussed, which have various risks including loss of principal. There is no assurance that the investments, techniques, and strategies discussed are suitable for all investors or will yield positive outcomes.
Information presented is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Securities offered through LPL Financial Member FINRA/SIPC. Financial planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

*Not affiliated with LPL Financial or Walsh & Associates.

For course description, click on the course title below. Hover on instructor name for biography.


Estate Planning Essentials: Where to Begin?
Item: JW1060 Joseph Walsh
W   5:00 PM - 7:00 PM STC Sarasota Bldg 3 Rm 3-114
Sessions: 1 Location: 4748 Beneva Rd Sarasota, FL 34233
W 8/11/2021 - 8/11/2021       Fee: $25.00



Masks are optional but 6-foot social distancing in classrooms (one person per table) will still be followed. 



Register early to avoid disappointment, as classes will fill up quickly!

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Danelle Gilberti, Program Manager | Phone: 941-361-6590 | Fax: 941-925-6662
Address: 4748 Beneva Road | Sarasota, Florida 34233 | Map it.

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