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February 2018

NAPLES: It’s Not How Much You Make But How Much You Keep

February 27 @ 6:00 PM - 7:30 PM
Cooper’s Hawk, 11905 Tamiami Trail N
Naples, FL 34110 United States
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NAPLES: Are You On the Right Path to Stability in Retirement?

February 27 @ 6:00 PM
Shula’s, 5111 Tamiami Trail N
Naples, 34103 United States
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FIND OUT WHY FORWARD-THINKING RETIREES ARE MAKING ADJUSTMENTS TO HELP PROTECT THEIR FINANCIAL FUTURE. “Do you have enough money for the rest of your life?” It seems as if everyone over the age of 50 is asking that these days. And rightly so! We are living longer and life costs more than ever before. If you are like many Americans, you are very concerned about critical issues and the impact they could potentially have on you and your retirement. Attend…

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PORT CHARLOTTE: Understanding Market Corrections

February 28 @ 5:00 PM
Grace Advisory Group – Port Charlotte, 1777 Tamiami Trail
Port Charlotte, FL 33948 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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NAPLES: Has Your Retirement Plan Changed to Meet the Times?

February 28 @ 6:00 PM
Shula’s, 5111 Tamiami Trail N
Naples, 34103 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 the ideal balance of growth and risk in today’s market? 4. Can I prevent outliving my money…

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