BONITA SPRINGS: Today’s Retirement Outlook

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

Are 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…

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 A certified, mobile high-security shredder on site will destroy your outdated confidential documents.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

NAPLES: Get Ready for Tax-Time

Retirement by Design - Naples Office 1185 Immokalee Road, Naples, 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…

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

The Waverly 2095 Beach Rd, Englewood, 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…

CAPE CORAL: How Has Your Retirement Plan Changed to Meet The Times?

Ariani Ristorante Italiano 1529 Southeast 15th Terrace, Cape Coral, 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…