Sunrise Events and Classes

Sunrise Events and Classes

2016 VOLUNTEER EVENTS:

November 03, 2016 - Home at Last
Open donation with representative Gary J. Atwill 
Home at Last is a local effort to build and provide mortgage-free homes for wounded veterans and their families.
 
July 23, 2016 - Harvest Time International:
"49 for 49," In Honour of Orlando Terror Victims - For Enrique L. Rios, Jr. (Age 25)
 
February 27, March 5, & March 12, 2016 - Habitat for Humanity
Giving back to the community in Poinciana, FL by helping to build houses. 
 
January 16, 2016 - A New Beginning Pet Rescue
Spending time with shelter dogs and giving them baths, walks, cleaned crates, and love.  

2017 FINANCIAL EDUCATION OPPORTUNITIES:

(Tuesdays) March 28 & April 04, 2017 - Retirement Planning Today® Educational Classes  (Dr. Phillips)
This offering is now CLOSED.
Founding partner and investment advisor representative, Nick J. Russell, invites you to learn more about how to plan for retirement income, create your own goals, eliminate debt, and much more. $49 advance registration fee required (a complimentary option to bring along a spouse, partner, family member, or friend). The class session is offered at Dr. Phillips High School Media Center on:
  • Part I (March 28, 2017) - 6:30 p.m. - 9:30 p.m.
  • Part II (April 04, 2017) - 6:30 p.m. - 9:30 p.m.  
TUESDAY, February 07, 2017 - Women, Money, and Power - Financial Empowerment (Hub 925)
This offering is now CLOSED.
Join founding partner and investment advisor representative, Nick J. Russell,  for a complimentary discussion on why and how women are taking charge of their finances. A casual, fun, and interactive event, Nick will cover topics including:
  • Tips to help you become more financially empowered
  • Financial and retirement strategies
  • 'Women of Influence' characteristics
  • Financial trends
  • An opportunity to have your questions answered during open discussion

Hub 925 is located at 7594 Sand Lake Rd, Orlando, FL 32819. An RSVP must be completed prior to the event. The event begins at 7:00 p.m. No prior financial experience is required. Please call Ann at (407) 203-3960 for more information. 


2016 FINANCIAL EDUCATION OPPORTUNITIES:

(THURSDAYS) October 13 & October 20, 2016 - Retirement Planning Today® Educational Classes  (Timber Creek)
This offering is now CLOSED.
Founding partner and investment advisor representative, Nick J. Russell, invites you to learn more about how to plan for retirement income, create your own goals, eliminate debt, and much more. $49 advance registration fee required (a complimentary option to bring along a spouse, partner, family member, or friend). The class session is offered at Timber Creek High School on:
  • Part I (October 13, 2016) - 6:30 p.m. - 9:30 p.m.
  • Part II (October 20, 2016) - 6:30 p.m. - 9:30 p.m.  
(THURSDAYS) September 29 & October 06, 2016 - Retirement Planning Today® Educational Classes  (Dr. Phillips)
This offering is now CLOSED.
Founding partner and investment advisor representative, Nick J. Russell, invites you to learn more about how to plan for retirement income, create your own goals, eliminate debt, and much more. $49 advance registration fee required (a complimentary option to bring along a spouse, partner, family member, or friend). The class session is offered in the Media Center at Dr. Phillips High School on:
  • Part I (September 29, 2016) - 6:30 p.m. - 9:30 p.m.
  • Part II (October 06, 2016) - 6:30 p.m. - 9:30 p.m.  - RESCHEDULED to October 19, 2016 - 6:30 p.m. - 9:30 p.m. (due to Hurricane Matthew)
(TUESDAYS) September 27 & October 04, 2016 - Retirement Planning Today® Educational Classes  (Dr. Phillips)
This offering is now CLOSED.
Founding partner and investment advisor representative, Nick J. Russell, invites you to learn more about how to plan for retirement income, create your own goals, eliminate debt, and much more. $49 advance registration fee required (a complimentary option to bring along a spouse, partner, family member, or friend). The class session is offered in the Media Center at Dr. Phillips High School on:
  • Part I (September 27, 2016) - 6:30 p.m. - 9:30 p.m.
  • Part II (October 04, 2016) - 6:30 p.m. - 9:30 p.m.  
July 19 or July 21, 2016 - Retirement Income: Charting a Course to Help Your Money Last
This offering is now CLOSED.
  • Presentation Style: Seminar
  • Location: The Lakehouse at Canvas Lake Nona
  • Beginning Time: 6:30 p.m.
  • Dinner will be provided
  • Wealth Assessment workbook, option for a Complimentary Meeting available to each individual or couple
Hosted by David I. Strunc, founding partner and Investment Advisor Representative of Sunrise Wealth Advisors. Non-inclusive topics that your presenter will cover include Minimizing Income Tax, Maximizing Social Security Benefits, and Preparing for the Unexpected. Some qualifications may be required. Some restrictions may apply. 
For more details or to RSVP, please call Dave at (407) 237-0116 or e-mail (DStrunc@SunriseWealthAdvisors.com).
 
March 31 & April 7, 2016 - Retirement Planning Today® Educational Classes  
This offering is now CLOSED
Founding partner and Investment Advisor Representative, Nick J. Russell, invites you to learn more about how to plan for retirement income, create your own goals, eliminate debt, and much more. $49 advance registration fee required (a complimentary option to bring along a spouse, partner, family member, or friend). The class session was offered in the Media Center at Dr. Phillips High School on:
  • Part I (March 31, 2016) - 6:30 p.m. - 9:30 p.m.
  • Part II (April 7, 2016) - 6:30 p.m. - 9:30 p.m.  

Light beverages and refreshments available. For more details or to register, please call (407) 351-3476 or e-mail our team (Support@SunriseWealthAdvisors.com). Nick plans on conducting another set of classes in the beginning of Fall 2016. 

 
March 1 & March 3, 2016 - Social Security Classes
This offering is now CLOSED
Founding partner and Investment Advisor Representative, David I. Strunc, held educational classes on Social Security and its potential effects on you. Future events and seminars with David will be updated as dates approach closer. 
 

 

Investment Advisor Representative offering securities and Investment Advisory Services offered through Cetera Advisors., LLC. Member FINRA, SIPC, and Registered Investment Advisor, Sunrise Wealth Advisors, Inc. and Cetera Advisors, LLC are not affiliated entities. 
 
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