To register for an upcoming event, please contact our office at 904-232-8760, or fill out the online form.
Please be advised, guests must be pre-registered to attend and are subject to the advisor’s approval.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
SJR State College- Thrasher Horne Center
283 College Dr.
Orange Park, FL 32065
2 Part Course (choose a date for each session below)
Class Session 1 (Choose one):
Option 1: Wednesday, May 24th 10:00 a.m. – 12:00 p.m.
Option 2: Wednesday, May 24th 5:30 p.m. – 7:30 p.m.
Option 3: Thursday, May 25th 5:30 p.m. – 7:30 p.m.
Class Session 2 (Choose one):
Option 1: Wednesday, May 31st 10:00 a.m. – 12:00 p.m.
Option 2: Wednesday, May 31st 5:30 p.m. – 7:30 p.m.
Option 3: Thursday, June 1st 5:30 p.m. – 7:30 p.m.
Adam Wolf, president of Wolf Retirement Navigation LLC, has 16 years experience and he is knowledgeable in the areas of financial planning, taxes, annuities, life insurance and investments, and he genuinely understands how these products can help clients meet their financial goals.
He is a licensed insurance agent in Florida and he has been a Certified Public Accountant since 2002 and earned his Certified Financial Planning certificate in 2005. Adam holds a bachelor’s degree in finance and accounting from Virginia Tech.
Join us to learn everything you need to know to plan for, transition into and enjoy your retirement. Topics include: