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Faith & FinanceIn-Person

Faith & Finance: Stewardship in Retirement

A values-centered conversation on planning, generosity, and legacy.

For many families, retirement decisions are inseparable from their values. This educational evening explores how principles of stewardship can inform planning, charitable giving, and leaving a legacy.

The session is informational and faith-respectful, not a sales event. Tim is an independent insurance professional; this is not individualized financial, tax, or legal advice.

What to Expect

  • Stewardship principles applied to retirement planning
  • Thinking through generosity and charitable giving
  • Legacy and how families pass on more than money
  • Open, respectful Q&A

What You'll Walk Away With

  • A values-based lens for your retirement decisions
  • Questions to discuss with your family
  • A no-pressure path to a fuller conversation if wanted

Prefer a one-on-one conversation?

Skip the event and schedule a free, no-pressure retirement income review with Tim.

Schedule a Review
Free to Attend

Reserve Your Spot

Thursday, October 22, 2026
6:30 – 8:00 PM ET
Hosted with a local faith community · Tampa Bay, FL
Open to the congregation & guests · Free to attend
Free to attend. No cost, no obligation.

By registering, you agree to be contacted by Tim Hartle at PGW Financial Wealth Advisors. Educational only; no products are sold at this event.

Events are educational and free to attend. Tim Hartle is an independent insurance professional. Sessions are for informational purposes only and do not constitute financial, tax, or legal advice. Any insurance product guarantees discussed are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured.

Ready to talk about your retirement income?

Schedule a free, no-obligation Retirement Income Review with Tim Hartle. No pressure, no jargon — just straight answers.

(727) 692-5866

thartle@pgwfinancial.com

Monday–Friday, 9am–6pm ET

Tampa Bay, Florida · Pinellas, Pasco & Hillsborough counties

Proudly Serving Tampa Bay Retirees

Pinellas County

  • St. Petersburg
  • Clearwater
  • Largo
  • Dunedin
  • Palm Harbor
  • Safety Harbor
  • Tarpon Springs

Pasco County

  • New Port Richey
  • Port Richey
  • Zephyrhills
  • Wesley Chapel
  • Land O Lakes
  • Dade City
  • Holiday

Hillsborough County

  • Tampa
  • Brandon
  • Riverview
  • Valrico
  • Plant City
  • Sun City Center
  • Ruskin

Tim Hartle is an independent insurance professional licensed to sell annuity and life insurance products. Annuity and insurance products are not deposits, are not FDIC or NCUA insured, are not guaranteed by a bank or financial institution, and are subject to investment risk including possible loss of principal in variable products. Fixed and fixed-indexed annuities guarantee principal and a minimum interest rate, subject to the claims-paying ability of the issuing insurance company. Guarantees are not backed by the federal government. Past performance is not a guarantee of future results. This material is for informational purposes only and does not constitute financial, tax, or legal advice. Please consult with a qualified advisor regarding your individual circumstances before making any financial decisions. Product availability and features vary by state.

© 2026 PGW Financial Wealth Advisors. All rights reserved.