Elite Wealth Advisors is proud to provide educational opportunities on several topics for those in or nearing retirement. If you would like to attend one of our upcoming events, simply complete the form below or you can call us at 855-955-1982.

Demogronomics- People Make Markets

You and a guest are cordially invited to attend an  exclusive dinner event offered by invitation only.

Important changes are flowing through our economy. They are being greatly misunderstood, causing too much fear and anxiety. This can affect planning goals. The good news? There are effective solutions to prepare you for what’s next- so you can conserve the assets you have worked hard to accumulate, while taking advantage of the surprises ahead.

Don’t Miss This Dinner Event if You Have Concerns About Retirement Investments such as: Annuities, 401k, Stocks, Real Estate, CD’s, Bonds, Mutual Funds and IRA’s

Join us at one of our COMPLIMENTARY DINNER EVENTS here at  Capital Grille in Sarasota and The Ritz Carlton Beach Club Sarasota. We expect over 35 attendees per night, so call (855) 955-1982 for your reservation. At these dinner events you can take part in an informative financial discussion that will help you make more effective and timely financial planning decisions.

We will address these and other important topics…

  • Learn what experts in the field are forecasting and predicting for pre-retirees and retirees.
  • We will help you understand the 5 Most Expensive Words in Investing.
  • The population growth and the adjustments you will need to make to retire without running out of money.
  • The best tools to provide you will a solid plan to avoid common errors made with money.

This is an educational event designed to introduce you to the opportunities ahead- allowing us to share with you our systematic approach to retirement planning using a unique software system called Simplicitree. Join us for a relaxing dinner evening away from home. We look forward to meeting you.

*Reservations are required*

The Ritz Carlton Beach Club-

1234 Benjamin Franklin Dr. Sarasota, FL 34236

Dinner Monday 4/24/17 at 6:30PM


 Capital Grille– The Mall at University Town Center, 180 University Town Center Dr, Sarasota, FL 34243

Dinner Tuesday 4/25/17 at 6:30PM

Dinner Wednesday 4/26/17 at 6:30PM


Please call 855-955-1982 for your reservation

Please no agents, brokers or children

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Special Event Exclusively for Women

9 Keys to Helping Secure Your Financial Future

Now is the time to develop the confidence and knowledge you will need to make the decisions that will affect your family’s financial well-being in the future.Whether you are married, single, widowed or divorced, you cannot afford to miss this event!

Topics we’ll discuss:

  • Why women need effective retirement planning that they understand
  • How to maintain your lifestyle in retirement
  • learn why the majority of IRA/401(k) beneficiary forms are filled out incorrectly, and the devastating impact this can have on your loved ones
  • Achieve peace of mind by having a comprehensive income plan
  • How to leave a tax-free legacy to your loved ones
  • Don’t let history repeat itself-protect your savings from market fluctuations
  • Why you should never leave all of the money matters to your husband or partner
  • 72% of Americans 65 and over will need some kind of Long Term Care
  • Fiduciary Advisors vs. Suitability Brokers- Why your current advisor may not be working in your best interest.

You and a guest are invited to sit down at a personal lunch or dinner with us to privately discuss important issues that will impact your lifestyle. This is NOT a seminar event.

Simply  call us at 855-955-1982 to schedule a lunch or dinner meeting.

Reservations are required appointments are limited.

This is an educational program only. There is no cost or obligation, and nothing will be sold. Enjoy a complimentary meal on us.

Upcoming Events


Lunch appointments available
Location: The Capital Grille, Seasons 52


Dinner appointments available
Location: Capital Grille, Seasons 52

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Protect Your Assets and Preserve Your Estate

You and one guest (must be 50 or over) are invited to a free event exclusively devoted to your financial needs.

Now is the time to develop the confidence and knowledge you will need to make the decisions that will affect your family’s financial well-being in the future. Whether you are married, single, widowed or divorced, you cannot afford to miss this event! Topics we’ll discuss:

  • Why you need effective retirement planning that you understand.
  • How to maintain your lifestyle in retirement.
  • Learn why the majority of IRA/401(k) beneficiary designation forms are filled out incorrectly, and the devastating impact this can have on your loved ones.
  • Achieve peace of mind by having a comprehensive income plan.
  • Don’t let history repeat itself- protect your savings from market fluctuations.
  • Does your current portfolio fit your personalized Risk number?
  • 72% of Americans age 65 and over will need some kind of Long Term Care.
  • How to leave a tax free legacy to your loved ones.
  • Learn about a revolutionary new approach to finding out your retirement number!

This is an educational program only. There is no cost or obligation, and nothing will be sold. Enjoy a complimentary meal, served immediately after the presentation.

*Reservations are required*

Dinner Tuesday 8/2/16 at 6:00PM

The Bijou Cafe– 1287 First Street Sarasota, FL

or

Dinner Thursday 8/11/16 at 6:00PM

Seasons 52– 170 University Town Center Drive Sarasota, FL

Please call 855-955-1982 for your reservation

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