We’re committed to helping you make informed decisions about your financial future.
YOUR TAX, ESTATE AND RETIREMENT INCOME QUESTIONS ANSWERED – Fort Myers
September 29 | 5:30 pm - 7:30 pm
This workshop is FREE
No One Makes Mistakes on Purpose!
Has Your Retirement Plan Changed to Meet the Times?
It is no secret that those who educate themselves will be best prepared to survive financially and even grow their portfolios in spite of the the ups and downs of the marketplace.
If you haven’t attended one of our powerful educational events, you need to make your reservation today!
Our experienced financial advisors will teach you how to:
- Do you know that taxes are your largest expense?
- Have you ever lost money in the market, and do you want to make sure that never happens again?
- Would you like to participate in market gains but never in market losses?
- Learn about the difference between Institutional and Retail Investing.
- How much of your retirement accounts are really yours to keep?
- Did you know capital gains taxes are voluntary?
- Did you know the IRS will give you a tax deduction today for a charitable gift that you don’t make until after you and your spouse pass away?
- What have you done to protect yourself from lawsuits, liens and judgments?
- How to protect your assets with AssetLock.
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 $250,000 or more in retirement savings – don’t miss this opportunity to learn about these powerful retirement income planning strategies.
Pre-register today for an educational seminar that fits your retirement planning needs. We will contact you to complete your registration.
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve