Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

At Sandy Morris Financial & Estate Planning Services, LLC, we hold informational events for our clients and the greater community that feature information on specific topics, such as long-term care and estate planning. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being.

Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.


June Events filled up fast, so DON'T MISS OUT!

Over 350 People Will Attend June's Events in Tampa to Learn How to Retire Right the First Time!

July's Events are Nearly Full! Seats are VERY Limited!

Reserve Your Space TODAY!

No Seminars are scheduled at this time. Please check again soon!

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 1.800.589.5534

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