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

October 30 @ 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 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 the ideal balance of growth and risk in today’s 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?
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 $5000,000 or more in retirement savings – don’t miss this opportunity to learn about these powerful retirement income planning strategies.

Seating is limited at this event and registrations will be taken on a first-call basis. This event is designed to provide financial education for individuals ages 50 through 75 with retirement savings of more than $500,000, who are currently retired or nearing retirement. Preferential seating for first-time attendees.

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

Details

Date:
October 30
Time:
6:00 PM
Event Categories:
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Organizer

Robert Grace

Venue

Ruth’s Chris Steakhouse
23151 Village Shops Way
Estero, FL 33928 United States
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Website:
http://www.ruthschris.com/