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PORT CHARLOTTE: Has Your Retirement Plan Changed to Meet the Times?

Location:

Carmelo’s

209 W Olympia Ave
Punta Gorda, 33982

Directions

Date:

February 21

Time:

6:00 PM - 8:00 PM

SW Florida Retirement Planning Events

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 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. 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 $250,000, who are currently in retirement 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 this event.

Register Online

or Call Us at 866-794-7223

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