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Master Your Money in Uncertain Times!

Join our exclusive seminar to help conquer income planning, tax strategies, stock market moves, and estate planning amidst tariffs and recession risks.

Tuesday, May 6th at 6:00pm –at- Fleming’s Prime Steakhouse
2001 Siesta Drive, Sarasota, FL 34239

Help to secure your cash flow, no matter what the economy throws your way.

Want to keep more of your hard-earned money with clever tax strategies?

Help to secure your cash flow, no matter what the economy throws your way.

Protecting your legacy and ensuring your wishes are our rock-solid goals

PLEASE JOIN US ON:

Tuesday, May 6th at 6:00pm

2001 Siesta Drive, Sarasota, FL 34239

On The Menu:
CHEF’S BREAD COURSE seasonal spreads.
SALAD
FLEMING’S SALAD walnuts, tomatoes, dried cranberries, red onion, lemon balsamic vinaigrette.

ENTRÉE choice of
PETITE FILET MIGNON 8 oz
CARROT GINGER HALIBUT leek & maitake mushroom confit.
DOUBLE BREAST OF CHICKEN all-natural, roasted, white wine, mushroom, leek & thyme sauce.
ROASTED PORTOBELLO & CAULIFLOWER STEAK crispy potato marrow with chimichurri & farro, asparagus and pickled onions with mushroom demi-glace.

SIDE
MASHED POTATOES butter, kosher salt, cracked black pepper
CRISPY BRUSSELS SPROUTS & BACON

DESSERT
NEW YORK CHEESECAKE classic preparation, seasonal toppings
Coffee, Tea, and Soft Drinks Included

Take advantage of this opportunity before it’s gone!
Reserve Your Spot Today!

If you have any questions, call us at (239) 444-5980.

Fill out the form to RSVP:

Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Suite 160
Fort Myers, FL 33913
(877) 838-8384
Bonita Springs Office
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135
(877) 838-8384
Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384
Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

IMPORTANT CONSUMER INFORMATION
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 website create an agent-client relationship.

Donald L Retallick III, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retallick Wealth Management, and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Retallick Wealth Management but are offered and sold independently by Retallick Financial Group, FL Lic. #L096591 and Donald L. Retallick III, FL Insurance License #P109239.