Passport to Retirement Seminar

Retirement is one of life’s most significant transitions, and thoughtful planning can make a meaningful difference. Whether retirement is still years away, quickly approaching, or already here, Passport to Retirement® can help you make informed decisions and approach your financial future with greater clarity and confidence.

Join us for an engaging and educational retirement planning program designed to help you navigate the important financial decisions that shape your retirement. We’ll explore key topics including retirement income, taxes, healthcare, lifestyle planning, and legacy considerations, giving you practical knowledge to help you prepare for the retirement you envision.

Location: Collin College, 9700 Wade Blvd, Frisco, TX 75030

Your Instructor

Sreeni Meka, CFA, CFP® brings more than 30 years of experience in investment management, financial planning, and wealth management. He is a registered investment advisor in Tennessee and Texas and an Adjunct Professor of Finance at the University of Memphis. His practical, real-world approach helps individuals better understand investing, retirement planning, and the financial decisions that shape a successful retirement.

Lakeland Wealth Management is a registered investment adviser registered with the Tennessee Securities Division, Department of Commerce and Insurance. Registration does not imply a certain level of skill or training. A copy of Lakeland Wealth Management's current written disclosure brochure (Form ADV Part 2) discussing our advisory services and fees is available upon request or through the Investment Adviser Public Disclosure database at www.adviserinfo.sec.gov.

Lakeland Wealth Management charges fees for advisory services. Fees may include a percentage of assets under management and/or fixed planning fees. Full fee details are disclosed in our Form ADV Part 2. Lakeland Wealth Management does not receive commissions or compensation from third parties in connection with advisory services.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. No strategy assures success or protects against loss. The information on this website is for informational purposes only and should not be construed as personalized investment, tax, or legal advice.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Deposit • Not Insured by Any Government Agency
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are registered trademarks of Certified Financial Planner Board of Standards, Inc. Sreeni Meka, CFA®, CFP® holds these credentials and is bound by their respective codes of ethics.
© 2026 Lakeland Wealth Management. All rights reserved. Memphis, TN • (901) 228-8500