Call Grace today at 866-481-5550

Loading Events

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


The Veranda

2122 Second St
Fort Myers, FL 33901 United States



December 11, 2018


6:00 PM - 6:00 PM

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 taxes be voluntary?
6. Does the IRS give me a tax deduction today for a charitable gift that I don’t make until after I and my spouse pass away?
7. How can I convert 30% of my IRA to a Roth IRA and end up with a higher account balance, even after paying the tax on the conversion?
8. What do I need to do to protect myself from lawsuits, liens, and judgments?
9. Why could getting a second opinion be the most important financial decision of my life?

It is no secret that those who educate themselves will be best prepared for a comfortable retirement and even grow their portfolios in spite of the ups and downs of the marketplace. If you have $250,000 or more in retirement savings – don’t miss this opportunity to learn about these powerful retirement income planning strategies.

Please use our form to register. Confirmed registrations required. Please arrive 30 minutes before the start of the event.

Register Online

or Call Us at 866-794-7223

Call Now Button