WE ARE CURRENTLY OFFERING THE FOLLOWING SEMINARS AROUND NORTH EAST FLORIDA

 

• Taxes in Retirement:

Understand how taxes will affect your nest egg now that you are retired or about to retire. A few simple tricks can help keep Uncle Sam’s hand out of your pocket!

• Modern Estate Planning:

Learn why strategic estate planning is so important and how you can best create your legacy for those you love.

• Small Business Retirement Plans Defined:

401k, SEP, Simple, Pension, Deferred Compensation? With so many offerings, which plan will best benefit your company, your employee’s, and help propel you continued success.

• Financial Products Explained:

Are annuities bad? Are mutual funds tax efficient? Does my investment account have hidden fees? Does my advisor work in my best interest or the insurance companies? In a world saturated with investment products learn the good, the bad, and the ugly of the financial services world.

• Savvy planning for independent contractors:

Are you a real estate agent, small business of one, or other independent contractor? Learn what options exist for a tax smart retirement, as well as some pitfalls to avoid.

 

Want to attend? Contact us for the details of our next seminar.