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June 2018

Fort Myers: ESTATE PLANNING WORKSHOP

June 20 @ 5:00 PM - 6:00 PM
Grace Advisory Group: Fort Myers, 13450 Parker Commons Blvd, Suite 103
Fort Myers, FL 33912 United States
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Failure to plan is a plan for failure. Surely, you have thought of some of these questions: Who will manage my estate? What happens if I become incapacitated? How can I avoid the costly probate courts? How can I protect my loved ones from creditors, in-laws, and the government? NOW, it’s your chance to take action to create or update your estate plan! Join us for a hands-on workshop to get your final affairs in order. Attorney Greg Nussbickel from…

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

June 20 @ 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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Fort Myers: It’s Not How Much You Make But How Much You Keep

June 20 @ 6:00 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 United States
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Fort Myers: Today’s Retirement Outlook

June 26 @ 6:00 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 United States
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Are You Prepared For The Challenges Ahead? Please join your host, Bob Grace of Grace Tax Advisory Group, for an evening of fine dining and timely discussion on the most relevant income and financial planning issues facing retirees today. He will cover ways to help mitigate or eliminate unnecessary taxation, protect your assets from another market downturn, create a perpetual income stream for you and your spouse, and much more. Discussion Highlights Include: • How to protect your investments from…

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