Our typical client is an individual or family wishing to partner with a compassionate professional who will provide specific and personalized investment management and financial planning.
As professional advisors, we are acutely conscious of the pace and dynamics of change across the financial planning landscape. As we continue to keep abreast of the continuous changes ourselves, we also recognize how important it is to share that information with our clients.
Therefore, we keep our clients regularly informed on the state of the domestic and global economy via weekly, monthly and quarterly newsletters, as well as information on unforeseen events that may affect clients’ financial situations or decisions. Through our ongoing education series and newsletters, our clients can stay up to date with changes that may impact them, helping them make better-informed decisions about their financial lives.
All Seasons Wealth is proud to sponsor Saving Sight and Sound’s inaugural Event, Emery’s Scramble. Proceeds from this incredible event go towards efforts to cure childhood blindness and give children who are deaf or hard of hearing access to sound. Saving Sight and Sound also raises funds to purchase listening devices such as hearing aids, cochlear implants and FM systems for families in the Tampa Bay area that cannot afford such devices.
Below are a few of the charitable organizations that All Seasons Wealth has worked with or supported in the past:
Raymond James is not affiliated with and does not endorse any of the organizations mentioned above.
Join us for an educational discussion on Retirement Planning, the Florida Retirement System and DROP
This workshop is designed for State of Florida employees who are retired or are within 5 years of retirement.
We will discuss recent legislative changes and how they may affect your benefits going forward.
We will provide education on asset allocation and portfolio diversification.
We will have a discussion on access to your retirement plans before age 59 1/2.
We will guide you through the various forms of the available options for your FRS payout.
Thinking about working after retirement? Learn about recent changes regarding employment with the FRS employers.
Email us your questions in advance or write them down. This is a workshop and most of the time will be spent answering your questions.
Individual appointments are available upon request.
Reserve a seat at a Workshop in your area:
Courtyard Marriott – 4455 Metro Parkway – Fort Myers 33916 – Mon, September 20th at 6:30pm
Springhill Suites – 1300 Executive Center Dr. – Tallahassee 32301 – Mon, September 20th at 6:30pm
Courtyard Marriott – 3131 Executive Dr. – Clearwater 33762 – Mon, September 20th at 6:30pm
Marriott Dadeland – 9090 S Dadeland Blvd – Miami 33156 – Tues, September 21st at 6:30pm
Courtyard Marriott – 3805 W Cypress Street – Tampa 33607 – Tues, September 21st at 6:30pm
Courtyard Marriott – 4670 Lenoir Ave S – Jacksonville 32216 – Tues, September 21st at 6:30pm
Courtyard Marriott – 2440 W Cypress Creek Rd – Ft Lauderdale 33309 – Wed, September 22nd at 6:30pm
Springhill Suites – 4155 SW 40th Blvd – Gainesville 32608 – Wed, September 22nd at 6:30pm
Courtyard Marriott – 600 Northpoint Parkway – West Palm Beach – Thurs, September 23rd at 6:30pm
Courtyard Marriott – 730 N Magnolia Ave – Orlando 32803 – Thurs, September 23rd at 6:30pm
RSVP soon as space is limited and we will fill up. Refreshments and sandwiches will be provided.