February Retirement PlAnning Free Workshops

Thank you

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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
  • Importance of Alternative Investments, Private Equity, Bitcoin and are they viable?

Tax Minimizing

  • Roth Conversions strategies to reduce taxes
  • Reducing and eliminating IRMAA
  • Qualified Charitable Deductions to eliminate RMD taxes

Estate Planning

  • Protect and transfer your Estate with ease
  • Learn the must-have legal documents

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