Events Search and Views Navigation
August 2018
NAPLES: Are You On the Right Path to Stability in Retirement?
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 »FORT MYERS: It’s not how much you make but how much you keep!
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…
Find out more »September 2018
ESTERO: Has Your Retirement Plan Changed to Meet the Times?
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…
Find out more »ESTERO: How Has Your Retirement Plan Changed to Meet the Times?
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 »CAPE CORAL: How Has Your Retirement Plan Changed to Meet The Times?
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…
Find out more »FORT MYERS: IS YOUR RETIREMENT PLAN READY
DON’T LET FINANCIAL UNCERTAINTIES AFFECT YOUR RETIREMENT Join us for an Informative Dinner Event in Fort Myers Come meet Bradley Gay, CPA and financial advisor at Grace Tax Advisory Group. He will discuss how to prepare your finances for the upcoming decade. Seating for this event is quite limited, and reservations are required to attend, so please register today to reserve a seat for you and a guest. A lot of concern has been expressed recently about the possibility of…
Find out more »NAPLES: Are You On the Right Path to Stability in Retirement?
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 »PUNTA GORDA: Has Your Retirement Plan Changed to Meet the Times?
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…
Find out more »NAPLES: ESTATE PLANNING WORKSHOP
Failure to plan is a plan for failure. Surely, you have thought of some of these questions: Who will manage my estate? What happens if I become incapacitated? How can I avoid the costly probate courts? How can I protect my loved ones from creditors, in-laws, and the government? NOW, it’s your chance to take action to create or update your estate plan! Join us for a hands-on workshop to get your final affairs in order. Attorney Greg Nussbickel from…
Find out more »