In 2010, Tom Roberts and Deborah Roser saw a need for a different kind of forum where the community could receive professional information on life, estate and financial planning topics in easy-to-undertand terms and in a non-threatening environment. In response, they created their Straight Talk! Series of Community Education Programs. They provide free monthly workshops on topics relevant to your life, family, finances and community. Joining Tom and Debbie are other local professionals valued for their expertise and insight. These are not sales seminars.
Past topics include Investing for Income, Estate Planning 101, Family Conversations, and Expectations in Retirement. Future topics include Annuity ABCs, Business Succession Planning, Asset Protection, Medicaid Planning, Medicare In's and Out's, Guardianship, Legacy Planning and a repeat of past programs. View the Program Schedule for more information about upcoming events.
Please join Deborah Roser and Tom Roberts and their guest speakers at one or all of these Straight Talk! Community Programs. All programs are open and free to the public, participation is encouraged, and questions are welcome.
Peace of mind can come from many sources, not the least of which is an understanding of how to be prepared for our future.
Tom Roberts, CFP®
A New Approach Financial Planning
www.ANewApproachFP.com
941.927.9590
tom@anewapproachfp.com
Deborah Roser, Esquire
Roser Law LLC
www.RoserLawLLC.com
941.400.8293
droser@roserlawllc.com
