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December 2018

FORT MYERS: It’s Not How Much You Make But How Much You Keep

December 11 @ 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 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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PORT CHARLOTTE: It’s Not How Much You Make But How Much You Keep

December 11 @ 6:00 PM
Carmelo’s, 209 W Olympia Ave
Punta Gorda, 33982
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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: Get Ready for Tax-Time

December 12 @ 11:30 AM - 12:30 PM
Grace Advisory Group – Naples Office, 1185 Immokalee Road
Naples, FL 34110 United States
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Are you aware that taxes may be your biggest retirement risk? Register for this Special Presentation to learn about Tax-Smart Strategies - instead of paying the IRS! Get a head start now and learn how the latest tax law changes affect your 2018 tax return and your entire retirement! Learn how: * the 2018 tax law changes affect your retirement. * to reduce the amount of money you send to the IRS. * tax diversification can save tax $$ and…

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