SWAN Financial Services Group

SWAN Financial Services Group

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For Women, By Women: Reclaim Your Retirement Control 05/07/2026

For Women, By Women: Reclaim Your Retirement Control Free Women-Only Dinner Event | May 13 | Englewood, FL

Photos from SWAN Financial Services Group's post 05/06/2026

🎙️ Join me and Frank every Saturday morning at 9 AM for Getting Real with Joy and Frank on News/Talk 1530 & 107.5 & 98.1 WENGRadio!

We talk about real life, real retirement, real struggles, and real solutions with honest, unfiltered guidance you can actually use. From protecting your money and planning for retirement to health, family, community, and the issues impacting everyday Americans… nothing is off limits.

This Saturday, we’re honored to welcome special guest Rob Kehs with SRQ Veterans, as we discuss how they’re making a powerful difference in our community and how we can all come together to support the men and women who sacrificed for our freedom. 🇺🇸

We’ll also be talking about the upcoming SRQ Veterans Memorial Parade and ways YOU can get involved, volunteer, donate, or simply show support.

📻 Saturdays at 9 AM
🎧 Getting Real with Joy and Frank
🇺🇸 Special Guest: Rob Kehs – SRQ Veterans

Because sometimes the most important conversations are the real ones. ❤️

How proposed Roth IRA rollover changes could reshape retirement planning 04/14/2026

How proposed Roth IRA rollover changes could reshape retirement planning.

How proposed Roth IRA rollover changes could reshape retirement planning Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar accounts under legislation recently introduced in the House of Representatives by two of its members. These other accounts types could include 403(b)s and 457(b)s. If signed i...

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Telephone

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1101 S. Tamiami Trail Suite 101A
Venice, FL
34285

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm