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Port Charlotte: Has Your Retirement Plan Changed to Meet the Times?

September 27 @ 5:30 PM

SW Florida Retirement Planning Events

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 for life?
5. Can capital gains taxes be voluntary?
6. Does the IRS will give you a tax deduction today for a charitable gift that I don’t make until after I and my spouse pass away?
7. How can I convert 30% of my IRA to a Roth IRA and end up with a higher account balance, even after paying the tax on the conversion?
8. What do I need to do to protect myself from lawsuits, liens and judgments?
9. Why could getting a second opinion be the most important financial decision of my life?
It is no secret that those who educate themselves will be best prepared for a comfortable retirement and even grow their portfolios in spite of the ups and downs of the marketplace. If you have $150,000 or more in retirement savings – don’t miss this opportunity to learn about these powerful retirement income planning strategies.

Seating is limited at this event and registrations will be taken on a first-call basis. This event is designed to provide financial education for individuals ages 50 through 75 with retirement savings of more than $150,000, who are currently in retirement or nearing retirement. Preferential seating to first-time attendees.

Please use our form to register. Confirmed registrations required.

Details

Date:
September 27
Time:
5:30 PM
Event Categories:
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Organizer

Grace Advisory Group
Phone:
(866) 481-5550
Website:
http://retirewithgrace.com/events/

Venue

F.M. Don’s
201 W Marion Ave
Punta Gorda, FL 33950 United States
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