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June 2018

Naples: How Will the New Tax Laws Affect Your Retirement?

June 6 @ 11:30 AM - 12:30 PM
Grace Advisory Group – Naples Office, 1185 Immokalee Road
Naples, FL 34110 United States
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LUNCH & LEARN EVENT IN NAPLES CPA Brad Gay will discuss how the new tax law changes may affect your retirement income. Learn what's new and what's here to stay. How Will the New Tax Laws Affect Your Retirement? * What does the new plan mean for investors? * Itemized deductions for taxes, mortgage interest, medical * Tax relief with higher standard deductions? * Healthcare mandate repeal * What do the new tax brackets mean for you? * Expanded limits…

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FORT MYERS: What are the most effective bond-alternatives?

June 6 @ 5:30 PM - 6:30 PM
Grace Advisory Group: Fort Myers, 13450 Parker Commons Blvd, Suite 103
Fort Myers, FL 33912 United States
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Bonds, for long considered an essential part of a balanced portfolio, have been providing disappointing results for several years. Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield. Stocks have beaten bonds by a wide margin over long periods of time. When we are young, we should allocate heavily to stocks. Stocks are riskier than bonds. As we age and approach retirement, it makes sense to reduce risk in our…

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FORT MYERS: IS YOUR RETIREMENT PLAN READY

June 12 @ 6:00 PM
The Veranda, 2122 Second St
Fort Myers, FL 33901 United States
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DON’T LET FINANCIAL UNCERTAINTIES AFFECT YOUR RETIREMENT Join us for an Informative Dinner Event in Fort Myers Come meet Bradley Gay, CPA and financial advisor at Grace Tax Advisory Group. He will discuss how to prepare your finances for the upcoming decade. Seating for this event is quite limited, and reservations are required to attend, so please register today to reserve a seat for you and a guest. A lot of concern has been expressed recently about the possibility of…

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

June 12 @ 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! 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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ESTERO: Has Your Retirement Plan Changed to Meet the Times?

June 12 @ 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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PORT CHARLOTTE: Understanding Market Corrections

June 13 @ 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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BONITA SPRINGS: It’s Not How Much You Make But How Much You Keep

June 14 @ 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 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: 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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