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Live Events in Your SW Florida Neighborhood

Grace Advisory Group

We’re committed to helping you make informed decisions about your financial future.

Grace Advisory Group

HAS YOUR RETIREMENT PLAN CHANGED TO MEET THE TIMES?

Register today to learn more about helpful topics

No one makes mistakes on purpose! 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 $150,000 or more in retirement savings – don’t miss this opportunity to learn about these powerful retirement income planning strategies.

florida retirement planning events

Are you asking yourself these questions?

  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. If you have $150,000 or more in retirement savings, don’t miss this opportunity to learn about these powerful retirement income planning strategies.

Register Online

or Call Us at 866-794-7223

  • Please select an event or a location from the drop down.

Confirmed registrations required for all events.

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 $150,000, who are currently retired or nearing retirement. Reservations limited to to first-time attendees.

UPCOMING EVENTS BY LOCATION:

Naples / Bonita Springs:

November 1
BONITA SPRINGS: It’s Not How Much You Make But How Much You Keep
6:00 PM | Ruth’s Chris Steakhouse
November 8
NAPLES: Tax-Smart Retirement
5:30 PM | Naples Beach Hotel & Golf Club
November 9
NAPLES: Tax-Smart Retirement
10:00 AM | Grace Advisory Group – Naples Office

Fort Myers / Cape Coral:

October 25
ESTERO: Understanding Market Corrections
6:00 PM | Connors Steak & Seafood
October 30
FORT MYERS: Has Your Retirement Plan Changed to Meet the Times?
6:00 PM | Ruth’s Chris Steakhouse
November 7
FORT MYERS: Tax-Smart Retirement
5:30 PM | Crown Plaza
November 8
FORT MYERS: Tax-Smart Retirement
10:00 AM | Grace Advisory Group: Fort Myers
November 17
Grace Advisory Annual Shredding Event
9:30 AM | Grace Advisory Group: Fort Myers

Port Charlotte / Englewood:

October 23
PORT CHARLOTTE: It’s Not How Much You Make But How Much You Keep
6:00 PM | Laishley Crab House