Safeguard Your Retirement Savings
Create steady, tax‑efficient income from your savings while avoiding the six most common threats to your retirement plan.
Lakewood Ranch Town Hall
8175 Lakewood Ranch Blvd.
Lakewood Ranch, FL 34202
Tuesday – 5/12/2026 – 12:00 PM
The workshop is only for informational purposes and no plan-specific benefits or details will be shared. This is not a sales event. All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.
What to expect
- Turn your savings into steady, dependable retirement income.
- Design a retirement paycheck that lasts—no matter how long you live.
- Reduce taxes on retirement income, Social Security, and required withdrawals.
- Protect your money from market volatility and costly financial missteps.
- Plan ahead for healthcare costs, Medicare premiums, and major life changes.
Featured Presenter
Sean Valentine
“I’ve served my country, I’ve served my community, and now I serve my clients.”
Sean served in the United States Army as a military police officer for a total of 10 years. Active and reserves combined. Sean received his Honorable discharge as well as a certificate of achievement award.
After active duty, Sean was hired as a police officer in the state of Virginia where he worked as a patrol officer, detective, and swat team member for more than 10 years. Sean has received a bronze star and certificate of achievement award from the city of Harrisonburg, Virginia for acts of bravery.
Sean started his insurance and financial services career July 15, 2007. He has studied Medicare and Medicare supplement products extensively and has been working as a financial professional since 2010. He assists his clients with all their retirement needs and can put a financial plan together for them as well. Each plan is unique, and Sean makes sure to cater to the needs of the client. He pays specific attention to detail and notates accordingly to develop the best plan for each individual client.
Retirement comes with critical decisions—learn how to protect your savings and create reliable,
tax‑efficient income with confidence.