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October 2018

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

October 23 @ 6:00 PM
Laishley Crab House, 150 Laishley Court
Punta Gorda, FL 33950 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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ESTERO: Understanding Market Corrections

October 25 @ 6:00 PM
Connors Steak & Seafood, 10076 Gulf Center Dr
Fort Myers, FL 33913 United States
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Join us for a timely educational event and receive answers to these questions: What is a Market Correction? What triggers a Market Correction? What does a Market Correction mean for my investments? What should I do during a Market Correction? It is no secret that those who educate themselves will be best prepared for a comfortable retirement and grow their portfolios in spite of the ups and downs of the marketplace. Our team of wealth management, retirement income, tax, and legal…

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FORT MYERS: Has Your Retirement Plan Changed to Meet the Times?

October 30 @ 6:00 PM
Ruth’s Chris Steakhouse, 23151 Village Shops Way
Estero, FL 33928 United States
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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 the ideal balance of growth and risk in today’s market? 4. Can I prevent outliving my money…

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November 2018

BONITA SPRINGS: It’s Not How Much You Make But How Much You Keep

November 1 @ 6:00 PM
Ruth’s Chris Steakhouse, 23151 Village Shops Way
Estero, FL 33928 United States
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FORT MYERS: Tax-Smart Retirement

November 7 @ 5:30 PM - 8:00 PM
Crown Plaza, 13051 Bell Tower Dr
Fort Myers, FL 33907 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! Are you paying too much in taxes? Please enjoy this once-in-a-lifetime opportunity to attend a presentation by renowned author and actuary Martin Ruby. During a special stop on his national book tour, he will reveal how little-known strategies for tax reduction today can potentially save you hundreds of thousands of dollars in retirement.…

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FORT MYERS: Tax-Smart Retirement

November 8 @ 10:00 AM - 11:30 AM
Grace Advisory Group: Fort Myers, 13450 Parker Commons Blvd, Suite 103
Fort Myers, FL 33912 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! Are you paying too much in taxes? Please enjoy this once-in-a-lifetime opportunity to attend a presentation by renowned author and actuary Martin Ruby. During a special stop on his national book tour, he will reveal how little-known strategies for tax reduction today can potentially save you hundreds of thousands of dollars in retirement.…

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NAPLES: Tax-Smart Retirement

November 8 @ 5:30 PM - 8:00 PM
Naples Beach Hotel & Golf Club, 851 Gulf Shore Blvd N
Naples, FL 33912 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! Are you paying too much in taxes? Please enjoy this once-in-a-lifetime opportunity to attend a presentation by renowned author and actuary Martin Ruby. During a special stop on his national book tour, he will reveal how little-known strategies for tax reduction today can potentially save you hundreds of thousands of dollars in retirement.…

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NAPLES: Tax-Smart Retirement

November 9 @ 10:00 AM - 11:30 AM
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! Are you paying too much in taxes? Please enjoy this once-in-a-lifetime opportunity to attend a presentation by renowned author and actuary Martin Ruby. During a special stop on his national book tour, he will reveal how little-known strategies for tax reduction today can potentially save you hundreds of thousands of dollars in retirement.…

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Grace Advisory Annual Shredding Event

November 17 @ 9:30 AM - 12:30 PM
Grace Advisory Group: Fort Myers, 13450 Parker Commons Blvd, Suite 103
Fort Myers, FL 33912 United States
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Grace Advisory is Shredding Documents and Hunger We look forward to seeing many of you at our Annual Shredding Event on Saturday, November 17, 2018! A certified, mobile high-security shredder on site will destroy your outdated confidential documents. Robert Grace, President of Grace Tax Advisory Group, said, “We are committed to assuring the total confidentiality of our clients’ personal information. Assuring the same security at home can be a real challenge. Every year, this free service is highly appreciated by…

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