Bring-A-Friend Events

Discover A World of Financial Possibilities

at our exclusive events designed to empower you with knowledge and strategies for a secure financial future.

All Events Held At:

8930 Tamiami Trail N, Naples, FL 34108

Event Options

Jan. 22nd


Financial Planning - General Retirement Strategies:

  • Explore comprehensive retirement planning strategies.
  • Navigate the intricacies of financial planning with ease.
  • Learn how to secure a comfortable retirement.


Jan. 23rd


Understanding Different Retirement Strategies (Annuities Options and More):

  • Safeguard your money with effective strategies.
  • Optimize returns while managing risk.
  • Find the right balance between risk and reward.
  • Stay updated on changes for the 2024 tax year.

Jan. 29th


Assets under Management

  • Uncover the downsides of mutual funds.
  • Identify potential money traps and pitfalls.
  • Understand the fees you are paying.
  • Diversify your portfolio for resilience.

Jan. 30th


Tax-Free Green Line (Indexed Universal Life Insurance):

  • Learn about the feasibility of tax-free income options.
  • Explore tax-free and tax-deferred strategies for retirement income.
  • Understand how retirement choices impact long-term income.
  • Navigate the potential impact of rising income taxes on your lifestyle.

Why Attend?

Expert Insights:

Gain valuable insights from seasoned financial professionals.

Interactive Sessions:

Engage in interactive sessions for hands-on learning.

Networking Opportunities:

Connect with like-minded individuals and expand your network.

Exclusive Information:

Stay ahead with information on the latest financial trends and changes.

Complimentary Client Events

Secure your spot

at these exclusive events by RSVPing today. Join us for an enriching experience that goes beyond conventional financial planning.


Don’t miss this chance to unlock your financial potential! Whether you’re planning for retirement, managing assets, exploring annuities, or considering tax-free strategies, our events have you covered.

We look forward to welcoming you to an informative and empowering session at Retallick Group Financial.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

IMPORTANT CONSUMER INFORMATION Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Retallick Wealth Management. Insurance products and services are offered through Retallick Financial Group. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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