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economy
Welcome
We hope you find this page to be useful. Here is where we share ideas, concepts, potential blind spots and current information that will be helpful in your retirement journey. We hope you will take your time and look around or even come to one of the classes I teach at State College of Florida.
Retirement Readiness Masterclass
Join Us at State College of Florida, for our
get The Class details
Join us for Lunch!
Free Lunch and Learns
At Sherrill Wealth office
Please join us for these free educational Lunch & Learns where we’ll discuss various topics and key strategies for securing your financial future in retirement. Whether you are already retired or preparing to transition, these casual and conversational lunches will equip you with the knowledge to make informed, confident decisions in your retirement journey.
Upcoming Schedule
Taxes in Retirement
Tuesday, May 4, 2025. 11:30-1pm
Sherrill Wealth Office Location – 1st floor
2520 Manatee Ave West
Bradenton, FL 34205
5 ways technology will change how you age
Tuesday July 22, 2025 - Virtual
11:30-1 pm
Zoom
Health Care in Retirement
Tuesday, September 9, 2025. 11:30-1pm
Sherrill Wealth Office Location – 1st floor
2520 Manatee Ave West
Bradenton, FL 34205
Call us to register
941-745-2201
Retirement Checklist
download the guide
What issues should you consider before you retire? Download our free guide to walk you through retirement considerations
