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Workshop Information

Our Workshops are conducted by experienced financial advisors who have vast knowledge about the intricacies of company pensions, savings plans, 401(k)s, thrift plans and benefits.  The sessions are complimentary, explain how you can maximize your Retirement Benefits and are held on a variety of topics that answer questions such as:

  • When is the best time to retire to receive maximum benefits?
  • What do I consider when choosing how to receive my pension?
  • How will changes in interest rates affect my pension benefit?
  • Is my 401(k) invested appropriately for my risk level and time frame?
  • How do I receive penalty-free income from my assets before 59 1/2?

CHECK DATES, TIMES AND REGISTER FOR UPCOMING WORKSHOPS UNDER THE "WORKSHOP SCHEDULE" TAB OR CALL OUR OFFICE AT (866) 897-8234 TO RESERVE YOUR SEAT TODAY!


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Sarasota FL - 941.907.0101 | Tampa FL - 813.769.3733 | Lakeland FL - 863.687.0502 | Toll Free - 866.897.8234


Securities offered through Securities America, Inc., member FINRA/SIPC. Mark A. Lurz, Mark Picchi, Kristopher Flammang, Registered Representative Advisory Services offered through Securities America Advisors, Inc., a Registered Investment Advisory firm. Mark A. Lurz, Mark Picchi, Kristopher Flammang, Investment Advisor Representatives, LPF Financial Advisors and the Securities America companies are separate entities. Pension calculations available for Prior GTE Verizon only.

We are registered to sell Securities in the following states: Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio,Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. We are licensed to sell Insurance Products in the following states: California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Nebraska, North Carolina,Pennsylvania, Tennessee, Texas, and Wisconsin. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.