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EVENTS

Upcoming Events

May 24, 2022

10:00a - 11:00a

Lady Lake Public Library

IRA/RMD Workshop (Click Here)

Learn how to leverage your IRA with your other retirement savings to create retirement income while minimizing the impact to your taxes, social security, and Medicare premiums.

May 26, 2022

2:00p - 3:00p

Lady Lake Public Library

IRA/RMD Workshop (Click Here)

Learn how to leverage your IRA with your other retirement savings to create retirement income while minimizing the impact to your taxes, social security, and Medicare premiums.

Past Events

May 7, 2022

7:00a - 1:00p

Eagle Ridge Golf Club

The Villages Dollars for Scholars Golf Tournament

4-Person Scramble/Kentucky Derby games format: Closest to the pin, Closest to the line, Ring around the hole. Registration from 7:00-8:00 am, Shotgun Start at 8:30 am. All Greens Fees, Carts, Goodie Bags, Breakfast Snacks included. Lunch, raffles and prizes to follow. Contact John Buyarski at 919-280-2915 to register. 

March 9, 2022

10:00a - 11:00a

Villages Public Library at Pinellas Plaza

March 8th 2022 is International Women's Day: Women & Wealth Workshop

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This workshop explores the challenges, and the investing pitfalls all investors should avoid when taking control of their financial futures.

March 8, 2022

2:00p - 3:00p

Villages Public Library at Pinellas Plaza

March 8th 2022 is International Women's Day: Women & Wealth Workshop

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This workshop explores the challenges, and the investing pitfalls all investors should avoid when taking control of their financial futures.

November 14, 2021

12:00p - 2:00p

The Villages Polo Fields

Veteran's Day Weekend Polo Match

What a great day for a polo match at The Villages Polo Club! Last Sunday, over one hundred clients, friends and family gathered to spend a relaxing afternoon under brilliant blue skies overlooking lush green polo fields for a truly unique experience. Lake Advisory Group considers it an honor to be able to show our appreciation to our clients and to our veterans by hosting this Veteran’s Day Weekend event.

November 2, 2021

10:00a - 11:00a

Lake Advisory Group Classroom

Estate Planning 101

Learn what type of estate plan is right for you and how to set it up so that you can ensure your money goes where you want it to when you pass. November 2 (10 - 11 AM) November 4 (2 - 3 PM)

October 26, 2021

10:00a - 11:00a

Lake Advisory Group Classroom

Medicare 101

Learn the basics of Medicare: what is covered, the difference between supplements and advantage plans, how you qualify, and much more. October 26 (10 - 11 AM), October 28 (2 - 3 PM)

March 17, 2021

9:00a - 12:00p

Grand Oaks Resort

March 6, 2021

7:00a - 2:00p

Orange Blossom Hills Country Club

Event Registration