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:

Thursday, October 11th at 10:00 am
The Waterfront Inn (at Lake Sumter Landing in The Villages)
1105 Lake Shore Drive, The Villages
*Complimentary lunch will be served*
Click here to register!

Tuesday, October 16th at 10:00 am
The Mission Inn Resort & Club
10400 County Road 48, Howey-In-The-Hills
*Complimentary lunch will be served*
Click here to register!

Tuesday, October 23rd at 10:00 am
The Waterfront Inn (at Lake Sumter Landing in The Villages)
1105 Lake Shore Drive, The Villages
*Complimentary lunch will be served*
Click here to register!

Thursday, November 15th at 10:00 am
The Waterfront Inn (at Lake Sumter Landing in The Villages)
1105 Lake Shore Drive, The Villages
*Complimentary lunch will be served*
Click here to register!

 

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. Check back soon!

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 Events

Image result for beyond the walls food pantry

We love to give back, especially during the Holidays when many people go without. Since we care very much about giving back to our community, we will be collecting food donations for Beyond the Walls Ministry & Food Pantry. We will have a big box in the main lobby of our office in Fruitland Park. Stop by and see us during normal business hours (8:30 a.m. – 5:00 p.m.) anytime between Nov. 27th and Dec. 18th (Monday through Thursday) to bring in your donations. Make sure to grab a cup of hot cocoa or cider and mingle with us while you’re here!

 

Check back SOON for more upcoming events!

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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