DON’T MISS OUR NEXT LIVE EVENT!

Register for one of our events below or be the first to know of upcoming events by signing up for our events newsletter!

SAFETY IS OUR TOP PRIORITY

In adherence to the CDC guidelines, we are taking the proper safety precautions for our live events. We ask if you and anyone you have come in contact with who has tested positive or has shown symptoms of COVID-19 within 2 weeks of an event, to please not attend our live events. If you have any questions regarding the venues’ protocols, please feel free to contact the restaurants. Thank you!

THIS MONTH’S EVENTS

Join us for a mouthwatering meal and entertaining education. We’ll present the latest facts on the new tax laws, legal ways to reduce RMDs, and much more to help you plan your best retirement along with delicious fare and engaging conversations! Reserve your seat today!

** Open to new registrants only and limited to one seminar per household. No agents. We reserve the right to cancel registrations at anytime for any reason. Registering for more than one event will cancel your registration for a previously registered event.

FL |  TIBURON

Tues, Oct 6th at 11:30 AM

Wed, Oct 8th at 6:30 PM

 

1600 Tiburon Drive

Naples, FL 34109

 

REGISTER

NJ  |  PARSIPPANY HILTON HOTEL

Elements Ballroom

Tues, Oct 13th at 2:00 PM & 6:30 PM

 

1 Hilton Court

Parsippany, NJ 07054

 

REGISTER

** Open to new registrants only and limited to one seminar per household. No agents. We reserve the right to cancel registrations at anytime for any reason. Registering for more than one event will result in the cancellation of your registration for any previous events.

LEARN ABOUT:

  • Avoiding needless Required Minimum Distributions (RMDs) from your IRAs & 401(k)s.
  • Understanding what the new tax law may mean to you! Who wins? Who loses?
  • Learning the 3 most important steps to take NOW before the next bear market hits.
  • Potentially paying far less taxes on your retirement income.
  • Stopping Uncle Sam from becoming the primary recipient of your retirement account.
  • Covering Long-Term Care costs without expensive annual premiums.
  • Turning existing IRAs into Tax-Free accounts.
  • Creating a tax-free cash flow.

CAN’T MAKE IT TO AN EVENT? NO PROBLEM!

Schedule your FREE financial strategy session now by clicking the button below!