FORT MYERS: It’s not how much you make but how much you keep!
January 29 @ 6:00 PM
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 – 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. 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?
6. What do I need to do to protect myself from lawsuits, liens, and judgments?
7. 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.