Events

Retirement answers, in person, in Palm Beach County.

You'll leave knowing how these decisions get made, what the trade-offs are, and what to ask of anyone who brings you a product. Ismael runs the sessions himself, around Delray Beach and Palm Beach County, for people in their fifties and sixties weighing the same things you are.

Social Security & Taxes

Thursday, October 22 at 11:30 a.m.

Tuesday, October 27 at 11:30 a.m.

Maggiano's Little Italy, 21090 St. Andrews Blvd, Boca Raton, FL 33433

Complimentary self-parking is available directly in front of and surrounding Maggiano's Little Italy. Please plan to arrive 15–20 minutes before the seminar to allow time to park and check in.

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Sat 10 Feb 2025

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Sat 10 Feb 2025

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Email

ismael.llera@pm.me

Phone

561.302.9481

Licensed Insurance Professional.

ARE-20651 | 30471 | 10/14//2026

Licensed Insurance Professional. 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. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

*Florida Resource Solutions, LLC. does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

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