Clients & Friends Events
Naples: How Will the New Tax Laws Affect Your Retirement?
Retirement by Design - Naples Office 1185 Immokalee Road, Naples, FL, United StatesLUNCH & LEARN EVENT IN NAPLES CPA Brad Gay will discuss how the new tax law changes may affect your retirement income. Learn what's new and what's here to stay. How Will the New Tax Laws Affect Your Retirement? * What does the new plan mean for investors? * Itemized deductions for taxes, mortgage interest,…
FORT MYERS: What are the most effective bond-alternatives?
Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United StatesBonds, for long considered an essential part of a balanced portfolio, have been providing disappointing results for several years. Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield. Stocks have beaten bonds by a wide margin over long periods of time. When we are young,…
PORT CHARLOTTE: Understanding Market Corrections
Retirement by Design - Port Charlotte 1777 Tamiami Trail, Port Charlotte, FL, United StatesJoin 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…
NAPLES: ESTATE PLANNING WORKSHOP
Retirement by Design - Naples Office 1185 Immokalee Road, Naples, FL, United StatesFailure 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…
FORT MYERS: Tax-Smart Retirement
Crown Plaza 13051 Bell Tower Dr, Fort Myers, FL, United StatesAre 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…
FORT MYERS: Tax-Smart Retirement
Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United StatesAre 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…
NAPLES: Tax-Smart Retirement
Naples Beach Hotel & Golf Club 851 Gulf Shore Blvd N, Naples, FL, United StatesAre 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…
Grace Advisory Annual Shredding Event
Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United StatesGrace 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…
FORT MYERS: Get Ready for Tax-Time
Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United StatesAre 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…
NAPLES: Get Ready for Tax-Time
Retirement by Design - Naples Office 1185 Immokalee Road, Naples, FL, United StatesAre 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…
