Please Join Us
Seminars & Webinars
Join Us For a Presentation
And a Complimentary Gourmet Meal
Each month, AGM Secure Money provides educational retirement sessions, available in person as well as online. Attendees to these events receive a delicious meal while they listen to an informative retirement education session. Additionally, topics vary from event to event (so be sure to reach out to us to see what type of event is coming next).
Some of the topics we cover include:
- Retirement preparation strategies
- Determining retirement income needs
- Long term goal planning
- The importance of having some liquidity in retirement
Also, we'll cover some specific retirement concerns, including:
- Options for IRAs, 401(K)s, and 403(B)s, 457s, TSPs, TSAs
- Risks of the market
- Ways to protect your money from market loss
- Possible tax implications of various retirement options
- How to identify your risk tolerance
- Methods for long-term retirement income
Dinner & Education
We look forward to seeing you!
Educating Our Community
We want you to make retirement decisions based on knowing all your options. Therefore, we've decided to invest in providing complimentary dinner workshops to anyone in or nearing retirement.
We believe in educating pre-retirees and retirees in the communities we serve. Consequently, we offer these events at no cost to you. Certainly, you should gain as much information as you can. Join our discussion on these topics and more, while enjoying a complimentary dinner. AGM Secure Money believes in providing our guests with a great experience. We look forward to seeing you at one of our upcoming events.
New Event Dates Coming Soon
Fill out the form below and we’ll be in touch about upcoming seminars.
Client Events
More coming soon!
Click On A Logo Below To Request Registration For An Event
Honoring Our Hometown Heroes Appreciation Event
*BRING A FRIEND*
THE ISLAND RESORT
1500 Miracle Strip Pkwy SE,
Fort Walton Beach, FL 32548
4th Annual Crawfish Boil
*BRING A FRIEND*
LIZA JACKSON PARK
338 Miracle Strip Pkwy SW
Pavillion B (By the boat dock)
Fort Walton Beach, FL 32548
Panama City: 9:30 AM to 12:00 PM
Beach Professional Center
415 Richard Jackson Blvd.
Ste. 406
Panama City Beach, FL 32407
Destin: 2:00 PM to 5:00 PM
Destin Commerce Center
34990 Emerald Coast Pkwy.
Suite 201-A
Destin, FL 32541
Seminars
Click On A Logo Below To Request Registration For An Event
The Wash House Restaurant
17111 Scenic Hwy 98,
Fairhope, AL 36532
Bolo Steakhouse
27370 Canal Rd,
Orange Beach, AL 36561
Jackson’s Steakhouse
400 S Palafox St,
Pensacola, FL 32502
Jackson’s Steakhouse
400 S Palafox St,
Pensacola, FL 32502
Jackson’s Steakhouse
400 S Palafox St,
Pensacola, FL 32502
Jackson’s Steakhouse
400 S Palafox St,
Pensacola, FL 32502
Angelena’s Ristorante Italiano
101 E Intendencia St,
Pensacola, FL 32502
Angelena’s Ristorante Italiano
101 E Intendencia St,
Pensacola, FL 32502
Ruth’s Chris Steak House
15000 Emerald Coast Pkwy,
Destin, FL 32541
Ruth’s Chris Steak House
15000 Emerald Coast Pkwy,
Destin, FL 32541
We Look Forward To Meeting You!
Fill out the form below and let us know what event you’d like to attend.