Complimentary Dinner Seminar:
“Building a Better Retirement Strategy.”

Are you looking for more information on how to make your investments “more active?”

Well, you’re in the right place.

Join us as we discuss a number of concepts relevant to “actively managed money.”

Monday June 19th and Tuesday June 20th, at 6:00pm

Fleming’s Sarasota: 2001 Siesta Drive
Sarasota, FL 34239
5:45pm Check In

Join us as we discuss:

Active vs Passive Management

  • What are “active” and “passive” investment strategies? 
  • Visual guides on how investments may be impacted by active management 
  • How to gain more control over risk factors 
  • Who’s deciding where your retirement money goes?

Income Strategies

  • Mitigating risk
  • Strategies for managing income sources in retirement
  • Key factors in establishing retirement income
  • Long-term vs short-term methods

Actively Managed Money

  • Why traditional asset allocation doesn’t always work
  • Flexibility in the potential level of risk over time
  • Monitoring performance of investments
  • Is retirement income impacted by actively managed money?


  • How to set a more realistic timeline
  • Strategies for managing risk
  • Designing your retirement strategy around safety  
  • Active money management

Seating is limited. Fill out the form below to RSVP.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Retallick Wealth Management, LLC) , an SEC registered investment advisor. Insurance products and services are offered through Retallick Financial Group. Gibbs Wealth Management, LLC (DBA Retallick Wealth Management, LLC) and Retallick Financial Group are unaffiliated companies.

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