Bonita/Estero
NAPLES: Have You Been Tested?
Naples Hilton 5111 Tamiami Trail N, Naples, FL, United StatesIs your Financial and Retirement Income Plan in good fiscal health? We at Grace Tax Advisory Group are in the business of testing our clients' financial plans for the probability of success based on their risk, goals, objectives and income needs. We invite you to our special event on March 21st at the Hilton Naples…
BONITA SPRINGS: Today’s Retirement Outlook
Ruth's Chris Steakhouse 23151 Village Shops Way, Estero, FL, United StatesAre You Prepared For The Challenges Ahead? Please join your host, Bob Grace of Grace Tax Advisory Group, for an evening of fine dining and timely discussion on the most relevant income and financial planning issues facing retirees today. He will cover ways to help mitigate or eliminate unnecessary taxation, protect your assets from another…
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…
BONITA SPRINGS: New Tax Code Opens Window To Potentially Save Thousands On Your IRAs
Ruth's Chris Steakhouse 23151 Village Shops Way, Estero, FL, United StatesFIND OUT WHY FORWARD-THINKING RETIREES ARE MAKING ADJUSTMENTS TO HELP PROTECT THEIR FINANCIAL FUTURE. Changes in the tax code may benefit you; IF you understand how to use them when planning for retirement. The local retirement specialists and financial advisors of Retirement by Design cordially invite you to a complimentary group consultation and dinner. Topics…
