Sunday, April 26
Sunday, May 24

• Seating limited to 25

• Reservations required

• Call or text 352-612-1000

• Ocala, Florida

• Stone Creek

• Stonewater Club

• Diamond Room

• Two complementary cocktails from the Stonewater Club

• Light snacks

• Coffee and water

• No cost

If you moved to Florida from another state, then “seriously” consider attending this entertaining and fact filled discussion where we might have a special guest or two drop in to say hello.

Pending

TBA on
Sunday, March 29

WAR OF THE WORLDS: 80% Market Crash

A Modern Discussion Relevant for Today's Retiree

The stock market has always told a story — and it's rarely a comfortable one.

During the Great Depression, markets collapsed nearly 89%. World War II brought its own wave of uncertainty and sharp declines. The 1970s delivered stagflation and a brutal bear market. Black Monday in 1987 saw a single-day drop of 22%. The dot-com bubble burst around 2000, erasing trillions. The 2008 mortgage crisis nearly brought down the entire financial system. Then COVID arrived in 2020 — and markets plunged nearly 34% in a matter of weeks.

Every generation faces its moment.

The question isn't if a major market disruption will happen — history proves it always does. The question is whether you are positioned to survive it — especially in retirement, when there's no paycheck to fall back on.

This online, on-demand video presentation takes a different perspective on retirement — one grounded in the historical record and focused on practical solutions through segmentation and modern asset allocation strategies.

Location: This Page When Available

Time and date to be announced

A different perspective on retirement.

A discussion about segmentation and modern asset allocation — with an ongoing historical perspective.