Upcoming Events

At TB Financial Group we believe the foundation of crafting reliable retirement income strategies is transparency, education, and strong relationships. That’s why we host informative workshops and client events regularly. Events are held in The Villages and surrounding areas. Please see below for our upcoming events.

Here’s what’s coming up at TB FINANCIAL GROUP:

Annuity University

Annuities 101

The goal for our Annuity University 101 class is to help you understand how annuities work in general, non-product-specific terms. We’ll discuss the structure and history of annuities and explain the different types so you leave class happy and with a deeper understanding of how these insurance-based products work. Everyone with an interest in learning more about the use of Annuities in retirement planning is invited to attend, no charge. Select a scheduled class below to register:

Keep checking back for our next workshop or

Call (352)350-1161 to find out more information

**Please be advised we are taking every precaution to ensure everyone is safe and healthy while they enjoy our workshop**

Annuities 102

Our Annuities 102 class is for individuals who have already participated in our Annuities 101 class. Annuities 102 will provide an in-depth and real-life example of what a planning session with TB Financial Group looks like. You will get to see how an appointment unfolds in our office.

No events scheduled at this time. Call for more details.

Life Insurance 101

We invite you to join Liz and our guest speaker Ron Thompson for Life Insurance 101. With more than 50 years of combined experience, this seminar will teach you new and creative ways of using life insurance. Whether you’re married, single, retired, or a small business owner – you will learn how tax-free growth & tax-free assets can benefit you.

We will help you understand the many benefits of life insurance, while also helping you to obtain financial stability.

No events scheduled at this time. Check back soon!

Community Involvement

Client Events


Call for More Information or to Find Out How Else We are Getting Involved in our Community!

Registration is Open!

Seating is limited, so register today! Give us a call at 352.350.1161 or fill out the contact form to R.S.V.P.

By providing your information, you give consent to be contacted about the possible sale of an insurance product.

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