Workshops in Tarpon Springs, Florida
Learn first. Decide later.
We host complimentary retirement, tax, and estate planning workshops in Tarpon Springs and across the Tampa Bay area. They are educational by design — no products, no pressure, and no obligation to become a client.
What We Teach
Six themes we return to, shaped by what Tarpon Springs families actually ask.
Each session takes one theme and works it all the way through with real numbers, rather than skimming a dozen topics. Sessions rotate through the year.
Retirement Income
Turning a portfolio into a paycheck: withdrawal order, sequence-of-returns risk, pension elections, and how much can reasonably come off the table each year.
Tax Strategy
Roth conversion windows, the gap years between retirement and RMDs, capital gains harvesting, and charitable giving done in the right account.
Social Security
Claiming ages, spousal and survivor benefits, the earnings test, and how a claiming decision interacts with the rest of the tax picture.
Estate & Legacy
Wills, revocable trusts, beneficiary designations, and the paperwork mismatches that quietly override an otherwise good estate plan.
Business Exit
Valuation, succession, deal structure, and the tax planning that has to be in motion long before a letter of intent arrives.
Health Care in Retirement
Medicare enrollment windows, IRMAA surcharges, bridging coverage before 65, and planning for extended care costs.
Previously Covered
A sample of sessions we've hosted.
- 01
Retirement Income in a Higher-Tax Decade
- 02
Roth Conversions: Finding the Window Before RMDs
- 03
Social Security Timing for Married Couples
- 04
The Business Owner's Exit: Planning Three Years Out
- 05
Estate Planning Essentials for Florida Families
- 06
Medicare, IRMAA, and the Cost of Care After 65
- 07
Market Volatility and the Retirement Paycheck
- 08
What the One Big Beautiful Bill Act Changed for Retirees
- 09
Inflation, Fixed Income, and Purchasing Power
- 10
Trades and Contractors: Building a Retirement Without a Pension
- 11
Women & Retirement: Longevity, Widowhood, and Income
- 12
Charitable Giving: QCDs, Donor-Advised Funds, and Timing
Topics repeat as tax law and market conditions change. If one of these is what you're wrestling with right now, say so in the form below and we'll let you know when it comes back around.
Next Event
Request an invitation to our next event.
Dates and venues in Tarpon Springs are announced by email as they're scheduled. Tell us what you'd like to hear about and we'll send the invitation first.
2625 Keystone Road, Suite A4
Tarpon Springs, FL 34688
(727) 754-8418
What to Expect
Roughly an hour of material, then as long as you want for questions. Bring your spouse; bring your notes. You'll leave with a framework, not a follow-up sequence.
If you want to go further after the session, you can schedule a private conversation. If you don't, that's a perfectly good outcome too.
Questions
Common questions about our Tarpon Springs workshops.
- Where are Athenian's workshops held?
- Most sessions are hosted in Tarpon Springs, Florida, near our office at 2625 Keystone Road, with occasional sessions elsewhere in the Tampa Bay area including Palm Harbor, Trinity, and Clearwater.
- Do the workshops cost anything?
- No. Every session is complimentary and educational. There is no product pitch, no sales presentation, and no obligation to become a client.
- How long is a typical session?
- About an hour of material followed by open question time — most run 75 to 90 minutes in total.
- Can I bring my spouse or a family member?
- Yes, and we encourage it. Retirement, tax, and estate decisions are usually household decisions, so seats are reserved in pairs by default.
- Who leads the workshops?
- Spiros Vassilakos, CEO and Private Wealth Advisor at Athenian Private Client Group, has led these sessions for Tarpon Springs area families and business owners since 2007.
Next Step
Want to be told when the next one is scheduled?
A short, no-obligation call to see whether a written plan makes sense for your situation.
Schedule a call