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June 2017

Bonita Springs: Has Your Retirement Plan Changed?

June 27 @ 6:00 PM - 7:30 PM
Angelina’s Ristorante, 24041 S Tamiami Trail
Bonita Springs, FL 34134 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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Fort Myers: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

June 28 @ 6:00 PM - 7:30 PM
Roadhouse Cafe, 33908 + Google Map

No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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July 2017

Port Charlotte: Has Your Retirement Plan Changed?

July 11 @ 6:00 PM - July 18 @ 6:00 PM
The Turtle Club, 139 W. Marion Ave.
Punta Gorda, FL 33950 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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NAPLES: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

July 11 @ 6:00 PM - 7:30 PM
Cooper’s Hawk, 11905 Tamiami Trail N
Naples, FL 34110 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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Bonita/Estero: It’s not how much you make but how much you keep!

July 11 @ 6:00 PM - 7:30 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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Cape Coral: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

July 13 @ 6:00 PM - 7:30 PM
Ariani Ristorante Italiano, 1529 Southeast 15th Terrace
Cape Coral, FL 33990 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

Find out more »

Naples: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

July 18 @ 6:00 PM - 7:30 PM
Cooper’s Hawk, 11905 Tamiami Trail N
Naples, FL 34110 United States
+ Google Map

No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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Fort Myers: It’s not how much you make but how much you keep!

July 18 @ 6:00 PM - 7:30 PM
University Grill, 7790 Cypress Lake Dr
Fort Myers, FL 33907 United States
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No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

Find out more »

Estero: It’s not how much you make but how much you keep!

July 18 @ 6:00 PM - 7:30 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 United States
+ Google Map

No One Makes Mistakes on Purpose! Are you asking yourself these questions? 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…

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Port Charlotte: Ask the Attorney

July 19 @ 5:30 PM - 7:00 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 Naples 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 this…

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