Retirement Workshops in Tampa Bay
Plain-English, no-pressure sessions on the questions that matter most in retirement — led by Tim Hartle, an independent insurance professional. Free to attend, in person or online.
Educational, Not Sales
Every session is teaching-first. No products are pitched and there's never any obligation.
Small & Personal
In-person workshops are capped so there's room for real questions and discussion.
In-Person or Online
Attend in the Tampa Bay area or join select sessions live online from home.
Upcoming Schedule
Reserve Your Free Seat
Retirement Income Workshop at Safety Harbor Public Library
A free, plain-English evening on turning your savings into lasting retirement income.
Social Security Timing & Your Retirement Income
When to claim, and how the timing decision ripples through your plan.
Annuities Explained: A Plain-English Workshop
What annuities are, the main types, and how to tell if one fits.
Protecting Your Nest Egg From Market Volatility
Strategies to help manage downside risk as you near and enter retirement.
Tax-Smart Retirement Income Strategies
How withdrawal order and account types can affect your tax picture.
Prefer a One-on-One Conversation?
Can't make a workshop, or want to talk through your own numbers? Schedule a complimentary, no-pressure Retirement Income Review with Tim, or call (727) 692-5866.
Workshops are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.