February Retirement PlAnning Free Workshops

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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

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

David Loesser, CFP®  & CPWA®

Naples, FL or Fort Myers, FL

  • The materials given were wonderful. It’s nice to be able to read info over and over

    – Laurie

    Fort Collins, CO

  • Great insight and expertise. Easy to follow and understand. I highly recommend the course!

    – Cynthia

    Langhorne, PA

  • Not a sales pitch. Discussed options that were available to consider in retirement

    – Allen

    Naples, FL

  • Take the course it makes you aware of what you need to do for a safe retirement

    – Jean

    Newtown, PA

  • Course is of super value and will pay huge dividends.

    – John

    Ft. Myers, FL