Planning for a long, fulfilling life

Workshops on Drop

We have been conducting seminars on DROP throughout the state of Florida pertaining to financial planning for Sworn Employees.

These seminars are high-quality, high-content and educational. We have discovered that there is a real demand for these seminars given the confusion surrounding the intricacies of DROP.

The most recent seminar we conducted had 50 attendees. Some of the topics we cover include:

  • The factors to consider when deciding to enter DROP
  • How to properly design an asset allocation for your deferred comp (457) and DROP
  • How the age 50 rule per PPA 2006 affects you
  • Social Security integration strategies
  • The different pension options to choose from: Joint & Survivor, Single-Life, etc.
  • The mistakes to avoid when exiting DROP

The presentation is interactive, high-content, and educational. The seminar is customized to the municipality’s specific CH.175/185 plan (or FRS for county) and is an ideal setting to educate, inform, and promote the many questions facing sworn employees today regarding retirement.

Recent Seminars

  • Tamarac Fire Rescue
  • Cape Coral Police
  • Palatka Fire Department
  • Panama City Beach
  • Pinellas Park Fire Dep.
  • City of Largo
  • St. Petersburg Fire & Rescue
  • Melbourne Fire/Police
  • St. Augustine Fire

Contact me to schedule an educational seminar at your station.

Asset allocation does not guarantee a profit nor protect against loss.