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February 2018

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

February 6 @ 6:00 PM - 8:00 PM
Shula’s, 5111 Tamiami Trail N
Naples, 34103 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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FORT MYERS: Has Your Retirement Plan Changed to Meet the Times?

February 7 @ 6:00 PM
Stillwater Grille, 13451 McGregor Blvd
Fort Myers, FL 33919 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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NAPLES: Are You On the Right Path to Stability in Retirement?

February 8 @ 6:00 PM
Shula’s, 5111 Tamiami Trail N
Naples, 34103 United States
+ Google Map

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…

Find out more »

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

February 13 @ 6:00 PM
Marker 92, 5961 Silver King Blv
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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PUNTA GORDA: Has Your Retirement Plan Changed to Meet the Times?

February 13 @ 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!

February 13 @ 6:00 PM
Stillwater Grille, 13451 McGregor Blvd
Fort Myers, FL 33919 United States
+ Google Map

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

February 13 @ 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! 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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CAPE CORAL: It’s Not How Much You Make But How Much You Keep

February 20 @ 6:00 PM - 7:30 PM
Marker 92, 5961 Silver King Blv
Cape Coral, FL 33914 United States
+ Google Map

Please use our form to register. Confirmed registrations required. Please arrive 30 minutes before the start of this event.

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FORT MYERS: Ask the Attorney

February 21 @ 5:30 PM - 7:00 PM
Grace Advisory Group: Fort Myers, 13450 Parker Commons Blvd, Suite 103
Fort Myers, FL 33912 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 Fort Myers 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…

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NAPLES: How Has Your Retirement Plan Changed to Meet the Times?

February 21 @ 6:00 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 my 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…

Find out more »
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