Timely Event at Lakewood Ranch Library in Bradenton, FL
Preserving Your Estate
Financial Considerations to Help You Leave a Lasting Legacy
Event Details
Lakewood Ranch Library
16410 Rangeland Pkwy, Bradenton, FL 34211
Event Options:
– Thursday, January 29 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you understand how today’s financial decisions could shape your estate plan and the financial stability of your loved ones?
Join us at Lakewood Ranch Library for an enlightening presentation designed to help you better understand how insurance products and financial strategies intersect with estate planning considerations and retirement income decisions.
This session focuses on financial awareness, not legal advice. At the event, we’ll discuss:
Common financial considerations that can influence retirement and legacy outcomes
How retirement income decisions can impact surviving spouses and loved ones
The potential role insurance products can play in providing income continuity and protection
How beneficiary-related decisions within financial accounts can affect long-term planning
Ways unexpected events—such as illness, disability, or extended care needs—can affect retirement assets
How long-term care expenses may influence financial plans and legacy goals
Financial risks that can impact wealth over time, including market volatility and changing tax rules
How insurance and survivor benefits are often incorporated into broader financial planning discussions
Why coordination between financial decisions and legal planning is commonly encouraged
Philanthropic and legacy considerations from a financial planning perspective
And much more!
*The featured speaker is not an estate planning attorney. This presentation is being given by a licensed insurance professional and is designed to inform you of how insurance products and strategies may intersect with your estate plan. For help with creating or revising your estate plan, please contact an attorney.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you know how your retirement income plan intersects with your estate plan?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
Adam Smith | Managing Partner | Private Financial Counsel
Adam started his independent practice in 2006. He serves clients nationally. Early in his career, he passed the Series 6, Series 7, Series 63, Series 65, and Series 24 securities licensing exams. Adam is currently life and health insurance licensed in many states and has previously achieved the Accredited Investment Fiduciary (AIF) designation, as well as the Chartered Federal Employee Benefits Consultant (ChFEBC) designation.
Originally from the mid-west, Adam has lived in Florida with his wife of twenty-four years and his four children since 2003. A graduate of Indiana University’s Kelly School of Business, with a degree in finance and economics, Adam often points out that what he does for clients has been learned through experience, not classwork. An avid fisherman, SCUBA diver, alpine skier, college sports enthusiast, and wine aficionado, when Adam is not working to serve clients, his first love is for his family.
© 2026 Your Retirement Reality | Privacy Policy
Florida State License #: E118453 | Private Financial Counsel, LLC and Your Retirement Reality are unaffiliated companies.
Adam Smith and Private Financial Counsel do not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Any References To Protection Benefits Or Steady And Reliable Income Streams On This Website Refer Only To Fixed Insurance Products. They Do Not Refer, In Any Way, To Securities Or Investment Advisory Products. Annuity Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company. Annuities Are Insurance Products That May Be Subject To Fees, Surrender Charges And Holding Periods Which Vary By Insurance Company. Annuities Are Not FDIC Insured.
None Of The Information Contained On This Website Shall Constitute An Offer To Sell Or Solicit Any Offer To Buy A Security Or Any Insurance Product.
Private Financial Counsel, LLC and Federal Retirement Advocates is not employed by, affiliated with or endorsed by the United States Federal Government and do not represent the United States Federal Government.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355-1325. Private Financial Counsel, LLC and Caitlin John Private Wealth Management are separate entities and are not affiliated.
Watership Private Capital Management, LLC is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration.Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
Adam Smith offers insurance products and services. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities. Attend and learn how insurance products can be used in various stages of retirement income planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.