Please Join Us
Seminars & Webinars
Join Us For a Presentation
And a Complimentary Gourmet Meal
Each month, AGM Secure Money provides educational retirement sessions, available in person as well as online. Attendees to these events receive a delicious meal while they listen to an informative retirement education session. Additionally, topics vary from event to event (so be sure to reach out to us to see what type of event is coming next).
Some of the topics we cover include:
- Retirement preparation strategies
- Determining retirement income needs
- Long term goal planning
- The importance of having some liquidity in retirement
Also, we'll cover some specific retirement concerns, including:
- Options for IRAs, 401(K)s, and 403(B)s, 457s, TSPs, TSAs
- Risks of the market
- Ways to protect your money from market loss
- Possible tax implications of various retirement options
- How to identify your risk tolerance
- Methods for long-term retirement income
Dinner & Education
We look forward to seeing you!
Educating Our Community
We want you to make retirement decisions based on knowing all your options. Therefore, we've decided to invest in providing complimentary dinner workshops to anyone in or nearing retirement.
We believe in educating pre-retirees and retirees in the communities we serve. Consequently, we offer these events at no cost to you. Certainly, you should gain as much information as you can. Join our discussion on these topics and more, while enjoying a complimentary dinner. AGM Secure Money believes in providing our guests with a great experience. We look forward to seeing you at one of our upcoming events.
New Event Dates Coming Soon
Fill out the form below and we’ll be in touch about upcoming seminars.
Client Events
Click On A Logo Below To Request Registration For An Event
Destin Office
34990 Emerald Coast Pkwy
Destin, FL 32541
2:15 PM Arrival Time
The Island Resort
at Fort Walton Beach
1500 Miracle Strip Pkwy Se
Fort Walton Beach, FL 32548
5:45 PM Arrival Time
Seminars
Click On A Logo Below To Request Registration For An Event
Sealand Restaurant
47 Miracle Strip Pkwy SE
Fort Walton Beach, FL 32548
5:45 PM Arrival Time
The Grand Marlin
5323 N. Lagoon Dr.
Panama City Beach, FL 32408
5:45 PM Arrival Time
Ambrosia Prime Seafood & Steaks
75 Origins Main St.
Watersound, FL 32461
5:45 PM Arrival Time
Fleming’s Prime Steakhouse & Wine Bar
600 Grand Blvd Suite M105
Sandestin, FL 32550
5:45 PM Arrival Time
The Fish House
600 S. Barracks St.
Pensacola, FL 32502
5:45 PM Arrival Time
Angelena’s
Ristorante Italiano
101 E. Intendencia St.
Pensacola, FL 32502
5:45 PM Arrival Time
Ruth’s Chris Steak House
15000 Emerald Coast Pkwy.
Destin, FL 32541
5:45 PM Arrival Time
The Wash House
17111 Scenic Hwy 98
Fairhope, AL 36532
5:45 PM Arrival Time
We Look Forward To Meeting You!
Fill out the form below and let us know what event you’d like to attend.
