Educational Retirement Course

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.

Our Calendar of Events

Retirement Educational Courses

May Classes

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.

 

Seminar Registration

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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:

  • Understand your current investments and investment options available to you.
  • Review the differences between IRA’s, 401(k)’s, other employer sponsored retirement plans, Roth IRA’s and ways to benefit you in retirement.
  • Determine your investment savings risk, the true fees/expenses you are paying and strategies for reducing your overall costs.
  • Efficiently maximize, maintain and coordinate income withdrawals from your savings.
  • Review the impact of Federal taxes on your retirement and review strategies to save.
  • Strategies for claiming your Social Security.
  • Review estate planning options for protecting and passing on your savings and legacy.
  • Study life, health and long-term care insurance options for protecting you and your family against catastrophic losses.

Phone: (904) 232-8760
Fax: (904) 212-2410
4230 Pablo Professional Court Suite 101 Jacksonville, FL 32224

Wolf Retirement Navigation LLC. Privacy Policy. Terms & Conditions.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Wolf Retirement Navigation LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wolf Retirement Navigation LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.