ACT NOW TO PROTECT YOUR IRA ASSETS
Please be our guest at this timely workshop. Seating is limited, so please reserve promptly.
Prepare NOW to save THOUSANDS on IRA Taxes
• Learn about the massive impact of traditional IRAs on your taxes in retirement
• The #1 Mistake most Americans are making with their retirement accounts -
Are you making this mistake?
• Hidden pitfalls that most advisors will completely miss due to not understanding
the tax law.
• Strategies to make the most of your hard-earned retirement savings.
Don’t let the IRS dictate how you will receive your retirement income! Attend this seminar and learn how you can effectively control your income and taxes.
Bonita Springs Area Chamber Of Commerce
25071 Chamber of Commerce Drive
Bonita Springs, FL 34135
Please arrive 15 minutes early, doors will close at 5:30 PM.
About Your Hosts:
William Englehart & Bradley Gay, CPA
William Englehart spent most of his career in corporate America working for Fortune 100 companies. He joined Grace Tax Advisory Group because of his passion for building and protecting wealth and helping others. As a licensed Investment Adviser, he has been fortunate to have done this for family and friends for nearly 20 years, while managing his own portfolio for over 40 years. Bill is committed to protecting his clients’ lifestyle, so they can spend time doing the things they love in retirement, rather than having to worry about their investments.
Brad Gay’s experience as both a licensed CPA and Financial Advisor gives him unique insight on how to achieve tax efficiency for his clients’ portfolios. Brad is a licensed CPA in Wisconsin and Florida with more than twenty years in tax and corporate accounting, Brad operated his own tax practice, before joining the wealth management team at Grace Tax Advisory Group.
Grace Advisory Group is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve