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303 Main Street, Suite L, Dunedin, FL 34698

(727) 591-6314

Education

Welcome to Florida Estate and Retirement Planning

We have more than 30 years of experience in the business and financial field. Among the specialties of firm are working with business owners to procure tax incentives and create tax-free or tax-preferred retirement income as well as business exit plans. Chris Baldino, the principal partner, authored "The New Retirement Plan," a guide to helping retirees understand the challenges they face at this stage in their financial life as well as "Post Pandemic Retirement Strategies" and has taught numerous adult education classes and seminars in retirement planning and mutual fund investing.

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Retirement Planning 101 Class 
A free 2 1/2 hour live, intensive, hands-on retirement financial planning class.

How to retire with confidence!

How to retire with confidence!

Join Us For A Complimentary Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.

Social Security Video's

Is it time for Social Security? Well, why not have it supersized? This library of educational videos is devoted to helping you to maximize all that you’ve got coming from your Social Security.

Free Access

Tax Wise Retirement

Learn about how Uncle Sam accesses his share of your Retirement Accounts. How to be Tax Wise in Retirement, estimate RMD's, making tax brackets work, and more. 

Free Access

Medicare Video's

It's game time. Ready? Because this video course is purely educational and is designed to walk you through Medicare step-by-step and get you over the finish line. Best of all, it's 100% FREE. No catch, no gimmick, no product pitch and no pressure.

Free Access