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december 4, 2018 | 6 pm – 7:30 pm
LouRonzo's Italian Fusion • Port Saint Lucie, FL
Located in the heart of downtown Stuart by the water and shops, we always bring the venue to life with our popular financial seminars that pack in a steady mix of education, fun, and impromptu comedy. Make sure you get a seat!
LouRonzo’s is located at 301 S Colorado Avenue in Stuart.
december 05, 2018 | 11:30 AM – 1:00 PM
HopCat • Port Saint Lucie, FL
This popular new venue in Tradition is a good time no matter what. Throw in some of their famous “crack fries” while learning new ways to leverage your wealth, and you should leave feeling refreshed and ready for anything.
HopCat is located at 10553 SW Meeting St in Port St. Lucie.
November 08, 2018 | 6:00 PM
-Advanced Retirement Strategies
December 06,2018 | 12:00 PM
-Process Fixes Problems
Cooper Pub • St. Louis Park, MN
Don’t miss your chance to increase your financial knowledge with two seminars at crowd-favorite, Cooper Pub, home of The Vincent Burger! Cooper brings European style to a warm, friendly pub with food that is a destination in itself. The November seminar,
“Advanced Retirement Planning Strategies,” features The Terrio Group VP of the Minnesota Branch and Investment Advisor Representative Cathy Hietala, along with Estate Planning Attorney Derk Schwieger, will focus on Income Maximization, Probate Protection and Tax Planning Techniques.
The December seminar, “Process Fixes Problems,” identifies how each one of us has a different vision of what the ideal retirement lifestyle is, and covers all angles of holistic financial planning with The Terrio Group signature process.
Cooper Pub is in the West End at 1607 Park Place Blvd. St. Louis Park, MN 55416.
Location & Hours
542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986
2104 SE Rays Way
Stuart, FL 34994
Edina, MN 55436
MON – FRI
8:30 AM – 4:30 PM
Get In Touch
Send your questions directly to us.