• White Facebook Icon
  • White Instagram Icon
  • White LinkedIn Icon
dougB.jpeg
Blue Mountain Photocentric Religious  Spiritual Desktop Wallpaper.png
Guernsey_Logo_Full_Primary_Light.png
Blue Mountain Photocentric Religious  Spiritual Desktop Wallpaper copy 2.png
Blue Mountain Photocentric Religious  Spiritual Desktop Wallpaper copy 3.png

Retirement is a wonderful and exciting period in your life, but often raises many questions for those new to getting older. When equipped with the right tools and knowledge, you can truly create a retirement that is as fulfilling, liberating, and empowering as you always dreamed it would be.

 

Join us as we enjoy a real conversation around your future, covering a wide range of topics including your finances, investing, and the many other opportunities surrounding aging and long-term care.

 

Here’s what you can expect at The Master Plan for Retirement — lively, fun, and engaging discussion; great food and friends; and lots of great information to help you confidently create your future.

 

We hope to see you there! RSVP below.

 

Agenda

FRIDAY, JULY 23

11:00

Sign-In/Lunch

11:45

Mind Over Money
By Doug Guernsey

01:15

Elder Law and Estate Planning
By Steve Quinnell

02:15

Break

02:30

Social Security and You
By David Frietag

03:45

Separating Myth From Truth: The Real Story of Investing
By Doug Guernsey

05:30

Adjourn

The Speakers

03

FEATURED INDUSTRY EXPERTS

01

Investor Coach

gf-79.jpg

FOLLOW

  • Black LinkedIn Icon

Doug Guernsey

Investor Coach

With 24 years in the financial services industry, Doug has used his extensive experience to fuel his message of prudent investing and protecting the integrity of his client's wealth. Many investors are unaware of the blindspots that exist relating to investing. He conducts ongoing investor education courses grounded in academic investing science that creates a disciplined approach for investors. Doug holds a Bachelor of Arts in Music Performance from the University of West Florida and has served as past president of the National Association of Insurance and Financial Advisors (NAIFA-Pensacola). Doug is currently a member of the Brand Ambassador Program with Matson Money, Inc.

Steve Quinnell

Elder Law Concerns & Planning

Steve Quinnell has been practicing law for over 35 years, specializing in Elder Law since 2001. He is a member of the Florida Bar and Board Certified in Elder Law by the Florida Bar. Steve brings consummate knowledge that is well respected among his peers and in his community. He has served as President of the Estate Planning Council of Northwest Florida (Pensacola). Steve holds his LLM in Taxation from New York University and Juris Doctorate from University of Michigan. 

1268719_1323353711.jpeg

02

Elder Law Concerns & Planning

03

Social Security Planning

thumbnail_image024.jpeg

David Freitag

Social Security Planning

An industry veteran in financial services and wealth management, David brings unparalleled expertise in Social Security filing strategies and retirement income planning to his current role as a financial planning consultant with Massachusetts Mutual Life Insurance Company (MassMutual). He has been featured in Market Watch, CNBC, USA Today, Money, and The Street.Com. David holds the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Retirement Planning Consultant designations, and has a Master of Education and Bachelor of Science degrees from the University of Maryland. 

 
 
 
Building2021_edited.jpg

Santa Rosa County Chamber of Commerce

4315 Avalon Blvd

Milton, FL 32583

The Master Plan

for

Retirement

Two opportunities

What

The Master Plan 

for

Retirement

When

Friday, July 23rd

11:00am to 5:00pm

Where

4315 Avalon Blvd
Milton, FL 32583

 
 
Get in Touch

Thanks for submitting!

Guernsey_Logo_Full_Primary_Light.png
  • White Facebook Icon
  • White Instagram Icon
  • White LinkedIn Icon

6704 Plantation Road           Pensacola, FL 32504

Guernsey_Icon_Primary_Gold.png

850.476.3491