Latest Past Events

PUNTA GORDA: Are You On the Right Path to Stability in Retirement?

Laishley Crab House 150 Laishley Court, Punta Gorda

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…

PORT CHARLOTTE: It’s Not How Much You Make But How Much You Keep

Laishley Crab House 150 Laishley Court, Punta Gorda

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…

BONITA SPRINGS: New Tax Code Opens Window To Potentially Save Thousands On Your IRAs

Ruth's Chris Steakhouse 23151 Village Shops Way, Estero

FIND OUT WHY FORWARD-THINKING RETIREES ARE MAKING ADJUSTMENTS TO HELP PROTECT THEIR FINANCIAL FUTURE. Changes in the tax code may benefit you; IF you understand how to use them when planning for retirement. The local retirement specialists and financial advisors of Retirement by Design cordially invite you to a complimentary group consultation and dinner. Topics…