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Our Workshops are entertaining and informative for the participants. The goal is to provide an environment where one and all are comfortable so we can discuss some of those confusing topics that are not always easy to talk about friends and colleagues.

All topics are presented by local professionals in their fields to ensure you are getting current and accurate information from those who work with the topics everyday.

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Investment advisory services are offered through a separate entity, Portfolio Medics, LLC. Insurance services are provided through Paul M. Tarins LLC, a licensed insurance agency. Paul Tarins provides insurance services to clients through Sovereign Retirement Solutions, and investment advisory services through Portfolio Medics. Nothing in this website should be construed as investment advice. Sovereign Retirement Solutions and Portfolio Medics are not affiliated.

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