Michael Whitaker & Associates, LLC
Chartered Financial Consultant in The Villages FL

Seminars

Hosted by Michael L. Whitaker

Serving Clients Since 1984
Investment Adviser Representative

Monthly Seminars

If you have never been to to one of our Financial & Estate Planning Seminars in The Villages, Florida, we would love for you to attend! Whether you are a new retiree, or just looking for more information, remember “you can’t execute what you don’t know.” Be sure to register soon, as our seminars fill up quickly!

Financial advisor Michael L. Whitaker, and Attorney Eric Millhorn are highly respected in their fields. These dedicated, experienced, and passionate professionals have forged a successful network to help clients succeed in all facets of their financial lives and achieve peace of mind and happiness.

The bottom line is this: Because this dedicated network of professionals is working together to support you, you’ll receive objective, strategic, and prudent advice designed to help you meet your financial goals now and in the future.

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Seminars Hosted by Michael L. Whitaker and associates, llc.

  • Owner, Michael L. Whitaker CLU, CHFC.

  • Serving clients since 1984

  • Chartered Life Underwriter

  • Chartered Financial Consultant

  • Investment Adviser Representative

  • Co-author of the book Long Term Care: Is Your Family Protected?

Guest Speakers from Millhorn Law Firm

Seminar Topics Include:

  • Estate Planning Resources

  • Facts About Long Term Care

  • Florida Long Term Care Partnership Program

  • Uses of Life Insurance, Why Review?

  • Putting Your Money To Work For You

  • Short Term Fixed Annuities

  • Annuity Lifetime Income Rider*

  • *Based on the claims paying ability of the issuing company. May have a charge or fee.

Upcoming Seminar Dates & Locations

*Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not registered broker dealers and operate independently from Michael Whitaker & Associates, LLC. and its agents. Millhorn Elder Law Planning Group, Hema Rupnarain; CPA, Eric Millhorn and Jennifer Henson are not affiliated with Newbridge Securities Corp. or Newbridge Securities Financial Services Group Inc. and do not share in any compensation arrangements with Michael Whitaker & Associates, LLC. nor do they pay and/or receive any compensation for client referrals.