
February Retirement PlAnning Free Workshops

Complimentary Retirement Planning Workshop and Lunch:
Topics to be covered
Income Planning
- Replacing your paycheck
- Making your money last
Investment Portfolio
- How is a retirement portfolio different from a work 401k
- How to reduce volatility and risk without sacrificing returns
- Alternative investments, private equity, and Bitcoin – are they viable?
Tax Minimizing
- Roth conversions strategies to reduce taxes
- Reducing and eliminating IRMAA
- Qualified charitable distributions to eliminate RMD taxes
Estate Planning
- Protect and transfer your estate with ease
- Learn the must-have legal documents
Naples, FL or Fort Myers, FL
Only 4 Complimentary Lunch Worshops
Ready to RSVP?
RSVP to one of the following dates and locations:
Fort Myers, FL
Dates:
Wednesday, February 19th, 2025
or
Friday, February 21st, 2025
Place:
Connor’s Steak & Seafood
10076 Gulf Center Dr Fort Myers, FL 33913
Time:
11:30 AM to 2:30 PM
Naples, FL
Dates:
Tuesday, February 25th, 2025
or
Thursday, February 27th, 2025
Place:
Seasons 52
8930 Tamiami Trail North Naples, FL, 34108
Time:
11:30 AM to 2:30 PM
Meet Your Hosts and Instructors
David Loesser, CFP® & CPWA®
President of The Estate Planners Group
David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has over twenty years of experience in executive management positions. Recognized as one of America’s Top Financial Planners, David has demonstrated expertise in building proprietary approaches in the essential areas of portfolio construction and management.
Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective. He has been quoted online and in various magazines such as: USA Today.com, Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, Aol News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others.
David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He holds the Certified Financial PlannerTM designation from The American College and also the Yale CPWA® professional certification.
