FORT MYERS: Tax-Smart Retirement

Crown Plaza 13051 Bell Tower Dr, Fort Myers, FL, United States

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…

FORT MYERS: Tax-Smart Retirement

Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United States

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…

Grace Advisory Annual Shredding Event

Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United States

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 A certified, mobile high-security shredder on site will destroy your outdated confidential documents.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…

FORT MYERS: Get Ready for Tax-Time

Retirement by Design: Fort Myers 13450 Parker Commons Blvd, Suite 103, Fort Myers, FL, United States

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…

FORT MYERS: Are You On the Right Path to Stability in Retirement?

The Veranda 2122 Second St, Fort Myers, FL, United States

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…

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

The Veranda 2122 Second St, Fort Myers, FL, United States

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…

FORT MYERS: It’s not how much you make but how much you keep!

Connors Steak & Seafood 10076 Gulf Center Dr, Fort Myers, FL, United States

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…

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

Connors Steak & Seafood 10076 Gulf Center Dr, Fort Myers, FL, United States

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…

ESTERO: Are You On the Right Path to Stability in Retirement?

Ruth's Chris Steakhouse 23151 Village Shops Way, Estero, FL, United States

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…