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June 2017

Fort Myers: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

June 28 @ 6:00 PM - 7:30 PM
Roadhouse Cafe, 33908 + Google Map

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 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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July 2017

NAPLES: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

July 11 @ 6:00 PM - 7:30 PM
Cooper’s Hawk, 11905 Tamiami Trail N
Naples, FL 34110 United States
+ Google Map

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 growth and security without risk in today’s volatile market? 4. Can I prevent outliving my money and…

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Cape Coral Events

July 19 @ 6:00 PM - 7:30 PM
Slate’s, 4820 Candia Street
Cape Coral, FL 33904 United States
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Fort Myers: It’s not how much you make but how much you keep!

July 25 @ 5:30 PM - 7:30 PM
University Grill, 7790 Cypress Lake Dr
Fort Myers, FL 33907 United States
+ Google Map

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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Port Charlotte: Ask the Attorney

July 27 @ 5:30 PM - 7:00 PM
Grace Advisory Group – Port Charlotte, 1777 Tamiami Trail
Port Charlotte, FL 33948 United States
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Trusts, Wills, Living Wills - What's the difference and why do I need them? Are you asking yourself this question? Register today for a workshop with attorney Gregory Nussbickel from The Nussbickel Law Firm, P.A. Attorney Nussbickel will host this workshop at our Naples office. Learn more about these topics: Wills Trusts Power of Attorney Healthcare Surrogates Probate Estates It is no secret that those who educate themselves will be best prepared for a comfortable retirement – don’t miss this…

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August 2017

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

August 8 @ 6:00 PM - 7:30 PM
Ruth’s Chris Steakhouse, 23151 Village Shops Way
Estero, FL 33928 United States
+ Google Map

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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Port Charlotte: Has Your Retirement Plan Changed?

August 9 @ 6:00 PM - August 17 @ 6:00 PM
Gulf View Grill, 2095 Beach Rd
Englewood, FL 34223 United States
+ Google Map

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 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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Naples: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

August 10 @ 6:00 PM - 7:30 PM
St. Germain Steakhouse, 403 Bayfront Pl
Naples, FL 34102 United States
+ Google Map

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 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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Cape Coral: HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

August 15 @ 6:00 PM - 7:30 PM
Rumrunners, 5848 Cape Harbour Dr.
Cape Coral, FL 33914 United States
+ Google Map

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

August 15 @ 6:00 PM
DeRomo’s Restaurant, 26811 South Bay Dr.
Fort Myers, FL 34134 United States
+ Google Map

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…

Find out more »
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