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Events

In 1999, after 20 years, Mike Henderson retired from Publix and began his career as a financial planner.  Since then, he has helped dozens of other Publix Associates plan for retirement, mostly in Broward and Palm Beach Counties.

Now, he is bringing his deep knowledge and understanding of Publix and its retirement plans to Central Florida. 

CLICK ON ONE OF THE EVENT TITLES BELOW FOR MORE DETAILS

Upcoming Events

March 3, 2021

5:00p - 6:00p

Live via Zoom

THE Most Important Questions to Ask BEFORE You Retire from Publix

This live Zoom webinar will cover the most important things you need to consider before retiring from Publix along with some of the most common questions and misconceptions we hear from your associates.

March 10 - March 25, 2021

5:00p - 6:00p

Live via Zoom

What is NUA and Cost Basis, and Why Does it Matter?

You've probably heard about Net Unrealized Appreciation (NUA) and Cost Basis, but you're not really sure what they are or how they apply to your situation. The good news is, we do!

March 17, 2021

5:00p - 6:00p

Live via Zoom

The Little-Known Risks of Publix Stock - Straight from Publix' Annual Report

Are you aware of the risks specific to Publix stock? Probably not. This live Zoom webinar covers the "little-known" risks associated with Publix stock you need to know using information from Publix' Annual Report.

March 24, 2021

Live via Zoom

The 4 distribution options for your Publix Profit and Smart Plans - A Deep Dive

This live Zoom webinar goes deep into the 4 distribution options you have for your Profit and Smart Plan once you retire from Publix, including taxation and whether you need an IRA.

Past Events

February 24, 2021

5:00p - 6:00p

Webinar via Zoom

The 4 distribution options for your Publix Profit and Smart Plans

This live Zoom webinar goes deep into the 4 distribution options you have for your Profit and Smart Plan once you retire from Publix, including taxation and whether you need an IRA.

February 17, 2021

5:00p - 6:00p

Webinar via Zoom

The Little-Known Risks of Publix Stock - Straight from Publix' Annual Report

Are you aware of the risks specific to Publix stock? Probably not. This live Zoom webinar covers the "little-known" risks associated with Publix stock you need to know using information from Publix' Annual Report.

February 10, 2021

5:00p - 6:00p

Webinar via Zoom

What is NUA and Cost Basis, and Why Does it Matter?

You've probably heard about Net Unrealized Appreciation (NUA) and Cost Basis, but you're not really sure what they are or how they apply to your situation. We do.

February 3, 2021

5:00p - 6:00p

Webinar via Zoom

THE Most Important Questions to Ask BEFORE You Retire from Publix

This live Zoom webinar will cover the most important things you need to consider before retiring from Publix along with some of the most common questions and misconceptions we hear from your associates.

January 27, 2021

5:00p - 6:00p

Webinar via Zoom

The 4 distribution options for your Publix Profit and Smart Plans

This live Zoom webinar goes deep into the 4 distribution options you have for your Profit and Smart Plan once you retire from Publix, including taxation and whether you need an IRA.

Event Registration