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March 2018

PORT CHARLOTTE: Understanding Market Corrections

March 14 @ 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

March 14 @ 6:00 PM - 8:00 PM
DeRomo’s Restaurant, 26811 South Bay Dr.
Fort Myers, FL 34134 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: Have You Been Tested?

March 21 @ 5:30 PM
Naples Hilton, 5111 Tamiami Trail N
Naples, FL 34110 United States
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Is your Financial and Retirement Income Plan in good fiscal health? We at Grace Tax Advisory Group are in the business of testing our clients' financial plans for the probability of success based on their risk, goals, objectives and income needs. We invite you to our special event on March 21st at the Hilton Naples to learn more. Learn how our specialist Vincent A. Virga can test your financial and retirement income plan with his S.M.A.R.T. Approach Process. He'll include a copy…

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April 2018

ESTERO: Has Your Retirement Plan Changed to Meet the Times?

April 10 @ 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!

April 11 @ 6:00 PM
Gulf View Grill, 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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NAPLES: Are You On the Right Path to Stability in Retirement?

April 12 @ 6:30 PM
Stoney’s Stone Crab, 492 Bayfront Place
Naples, 34102 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: Understanding Market Corrections

April 18 @ 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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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…

Find out more »

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

April 18 @ 6:00 PM
Ariani Ristorante Italiano, 1529 Southeast 15th Terrace
Cape Coral, FL 33990 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: Has Your Retirement Plan Changed to Meet the Times?

April 18 @ 6:00 PM
The Veranda, 2122 Second St
Fort Myers, FL 33901 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: It’s Not How Much You Make But How Much You Keep

April 19 @ 6:00 PM - 7:30 PM
Shula’s Steak House, 5111 Tamiami Trail N
Naples, FL 34103 United States
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