Important topics we will discuss:

TAX REDUCTION: Create a strategy that seeks to protect your income and investment, even with changing tax laws.
DON’T OUTLIVE YOUR MONEY: Understand how to implement a financial strategy that provides retirement income without the risk of outliving it.
RISK TOLERANCE: Discover new financial instruments that seek to minimize the downside of market exposure.
LEGACY PLANNING: Learn strategies to ensure your beneficiaries will receive exactly what you intended.
HEALTHCARE: Prepare for the future by learning about long-term care and healthcare options.
MAXIMIZING RETURNS: Are you taking advantage of current market conditions?

Dinner, a Show (Footloose), and a Copy of My Book – THEY LIED:  The Real Cost of Your Retirement

Join us at the The Broadway Palm Dinner Theatre for an informational workshop on Wednesday, June 14, 2023 from 5:00pm – 6:00 PM.  Dinner & Show following workshop.  Complete the form below or give us a call at (239) 771-8696 to register.