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July 2018

CAPE CORAL: It’s Not How Much You Make But How Much You Keep

July 11 @ 6:00 PM - 7:30 PM
Rumrunners, 5848 Cape Harbour Dr.
Cape Coral, FL 33914 United States
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Please use our form to register. Confirmed registrations required. Please arrive 30 minutes before the start of this event.

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CAPE CORAL: How Has Your Retirement Plan Changed to Meet The Times?

July 17 @ 6:00 PM
Rumrunners, 5848 Cape Harbour Dr.
Cape Coral, FL 33914 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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ESTERO: Has Your Retirement Plan Changed to Meet the Times?

July 17 @ 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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ENGLEWOOD: It’s not how much you make but how much you keep!

July 18 @ 6:00 PM
The Waverly, 2095 Beach Rd
Englewood, FL 34223 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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FORT MYERS: It’s not how much you make but how much you keep!

July 19 @ 6:00 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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ENGLEWOOD: It’s Not How Much You Make But How Much You Keep

July 24 @ 6:00 PM
The Waverly, 2095 Beach Rd
Englewood, FL 34223 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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NAPLES: ESTATE PLANNING WORKSHOP

July 25 @ 5:00 PM - 6:00 PM
Grace Advisory Group – Naples Office, 1185 Immokalee Road
Naples, FL 34110 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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FORT MYERS: IS YOUR RETIREMENT PLAN READY

July 25 @ 6:00 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 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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August 2018

NAPLES: Today’s Retirement Outlook

August 9 @ 6:00 PM
Shula’s Steak House, 5111 Tamiami Trail N
Naples, FL 34103 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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NAPLES: Are You On the Right Path to Stability in Retirement?

August 15 @ 6:00 PM - 8:00 PM
Cooper’s Hawk, 11905 Tamiami Trail N
Naples, FL 34110 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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