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Join us for a complimentary Information Session

Paying For Retirement

Financial Planning For Your Health Care Future

Learn How To:

  • Optimize your assets while protecting against life events and the rising cost of health care
  • Maximize income in a low interest rate environment
  • Obtain a tax-free pension for wartime veterans and their surviving spouses that ranges between $1,153 and $2,127 per month
  • Add longevity to both your assets and your life by moving to a rental retirement community


Featured Speakers:
James H. Willis, III, Founder & President, The Willis Agency, Inc.
As a Certified Senior Advisor, Mr. Willis has been helping people establish and maintain their financial security since 1988.

Patricia Servaes, Founder & CEO, Elder Resource Benefits Consulting
Ms. Servaes is a VA Accredited Agent who has helped thousands of veterans and their surviving spouses secure VA benefits over the last decade.

Choose from one of three convenient times!

Seminar Dates, Times & Location:

Monday, October 16th
12:00 PM – 1:30 PM
Lunch will be served

5:30 PM – 7:00 PM
Dinner will be served

Tuesday, October 17th
12:00 PM – 1:30 PM
Lunch will be served

at the Hampton Inn & Suites, 2740 Cypress Ridge Blvd, Wesley Chapel, FL 33544

This complimentary information session is sponsored as a community service; absolutely no financial services of any kind are being sold.

Please call (813) 388-2121 or fill out the form below to reserve your seat!  Seating is limited, so call now!


Newbury Brook