Hello John,

Csenge Advisory Group is excited to announce the launch of our "Summer Seminar Series" with a host of upcoming educational seminars. The theme for this summer is Roadmap to Retirement!

What are we covering?

• Build Financial Security: Discover how to optimize savings, manage investments, and leverage Social Security, pensions, and other income sources for a worry-free retirement.

• Envision Your Ideal Retirement: Define what retirement means to you—whether it’s travel, hobbies, or quality time with family—and map out a plan to achieve it.

• Safeguard Your Future: Explore estate planning essentials, healthcare options, and ways to protect your assets for loved ones.

Led by our Wealth Management team, this seminar offers clear guidance, engaging discussions, and actionable steps to prepare you for the next chapter of your life. Whether retirement is five years or five months away, Roadmap to Retirement will give you the confidence and clarity to retire on your terms.

Frequently Asked Questions

What Are The Summer Sessions?

These seminars are designed to be small scale, 10-12 attendees per session, and geared to be interactive and informative. They will be hosted at our office in Clearwater. Attendees DO NOT need to attend multiple sessions. Light refreshments will be provided.

Who Should Attend?

Pre-retirees (ages 50-65) ready to plan a fulfilling and financially sound retirement. Or, those individuals who just recently retired looking for how to create their own Retirement Roadmap!

Can I Bring a Friend?

Yes, we would love the opportunity to help your friends and family plan their dream retirement. Registration is limited to 2 per person. For additional invitations, please contact our office at (727) 437-6000.

Where are The Seminars Held?

Our Office in Clearwater. Address will be included in the registration link. Click View Upcoming Sessions for more details.