What’s Working in Today’s Markets?

Days: Tuesdays, October 12 - November 16
Time: 10:30 - Noon
Place: Rose Room
Instructor: Tom Payant
Tuition: $25.00 for enrollment
$5.00 for walk-ins

This course is for people who want to become better informed about financial planning topics and to have the knowledge to make wise investment choices. You will not want to miss a single opportunity to hear these sessions. Our topics are as follows:

• Investing 101 – What are the basic investment tools we use to accomplish our goals?
• Invest Like the Pros – How do the institutions invest?
• Estate Planning – Start planning to leave behind your hard earned dollars to your heirs.
• Advanced Estate Planning – Complex estate planning concepts used to possibly reduce your taxes and still accomplish your wishes.
• Retirement Basics – Information that you will need for your retirement years.
• The Seven IRA Mistakes - The most common mistakes made with your retirement accounts.


Tom Payant, CEO and Chairman of the Board of Payant Financial Services, Inc, has more than 30 years experience in the investment arena. He is the proud owner of the Payant Financial Plaza in the heart of Sun City Center. Tom founded Payant Financial Services, Inc. In 1979. Tom earned his bachelor’s degree from Northern Michigan University and did postgraduate work in Business at Northern Michigan University and in Law from Marquette University Law School. He was instrumental in the formation of the Tampa Bay chapter of the International Association of Financial Planners.