
February Retirement PlAnning Free Workshops
Thank you
For registering to one of our workshop
Our team will be in contact shortly with additional details

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