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April 2018

PORT CHARLOTTE: Ask the Attorney

April 25 @ 5:30 PM - 6:30 PM
Grace Advisory Group – Port Charlotte, 1777 Tamiami Trail
Port Charlotte, FL 33948 United States
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Trusts, Wills, Living Wills - What's the difference and why do I need them? Are you asking yourself this question? Register today for a workshop with attorney Gregory Nussbickel from The Nussbickel Law Firm, P.A. Attorney Nussbickel will host this workshop at our Fort Myers office. Learn more about these topics: Wills Trusts Power of Attorney Healthcare Surrogates Probate Estates It is no secret that those who educate themselves will be best prepared for a comfortable retirement – don’t miss…

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May 2018

ESTERO: Has Your Retirement Plan Changed to Meet the Times?

May 1 @ 6:00 PM
Ruth’s Chris Steakhouse, 23151 Village Shops Way
Estero, FL 33928 United States
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No One Makes Mistakes on Purpose! Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect your retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3. Protect Your Money – How do I find growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and create a predictable income stream for life? 5. Can capital gains…

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BONITA SPRINGS: It’s Not How Much You Make But How Much You Keep

May 8 @ 6:00 PM - 8:00 PM
Ruth’s Chris Steakhouse, 23151 Village Shops Way
Estero, FL 33928 United States
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No One Makes Mistakes on Purpose! Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect my retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3. Protecting my Money – How do I find growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and create a predictable income stream for life? 5. Can capital gains…

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FORT MYERS: Has Your Retirement Plan Changed to Meet the Times?

May 8 @ 6:00 PM
CRU, Bell Tower Shops, 13499 S Cleveland Ave
Fort Myers, FL 33907 United States
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No One Makes Mistakes on Purpose! Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect your retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3. Protect Your Money – How do I find growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and create a predictable income stream for life? 5. Can capital gains…

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PUNTA GORDA: Has Your Retirement Plan Changed to Meet the Times?

May 15 @ 4:00 PM - 6:00 PM
Laishley Crab House, 150 Laishley Court
Punta Gorda, FL 33950 United States
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No One Makes Mistakes on Purpose! Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect your retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3. Protect Your Money – How do I find growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and create a predictable income stream for life? 5. Can capital gains…

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Naples: Understanding Market Corrections

May 16 @ 5:30 PM - 6:30 PM
Grace Advisory Group – Naples Office, 1185 Immokalee Road
Naples, FL 34110 United States
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Join us for a timely educational event and receive answers to these questions: What is a Market Correction? What triggers a Market Correction? What does a Market Correction mean for my investments? What should I do during a Market Correction? It is no secret that those who educate themselves will be best prepared for a comfortable retirement and grow their portfolios in spite of the ups and downs of the marketplace. Our team of wealth management, retirement income, tax and…

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CAPE CORAL: How Has Your Retirement Plan Changed to Meet The Times?

May 22 @ 6:00 PM
Rumrunners, 5848 Cape Harbour Dr.
Cape Coral, FL 33914 United States
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No One Makes Mistakes on Purpose! Register today to learn more about these topics: 1. “The Washington D.C. Effect” – How will the political environment and legislation changes affect your retirement? 2. Taxes and the IRS – How much of my retirement accounts are really mine to keep? 3. Protect Your Money – How do I find growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and create a predictable income stream for life? 5. Can capital gains…

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Fort Myers: It’s Not How Much You Make But How Much You Keep

May 23 @ 6:00 PM - 7:30 PM
Roadhouse Cafe 33908 + Google Map
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