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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 27, 2020

6:30p - 8:30p

South Miami

Special Event for IRA & 401(k) Holders

An educational dinner event for area residents who are retired or planning to retire soon. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation and nothing will be sold. Enjoy a complimentary dinner immediately after the presentation. Seating is limited, reserve your seats today!

February 26, 2020

6:30p - 8:30p

South Miami

Special Event for IRA & 401(k) Holders

An educational dinner event for area residents who are retired or planning to retire soon. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation and nothing will be sold. Enjoy a complimentary dinner immediately after the presentation. Seating is limited, reserve your seats today!

October 8, 2019

6:30p - 8:00p

Courtyard Marriott – Coral Gables

Taxes in Retirement

Retirement planning is more complicated than ever, and it can be hard to know where to begin. Reducing taxes is an essential piece in addressing your plans for retirement. Tax laws can be confusing, and little mistakes can lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Attend our "Taxes in Retirement" workshop, you'll learn about taxation rules and gain knowledge to be in a better position to develop your own successful retirement income tax strategy. There is no charge to attend. Seating is limited, reserve your seats today!

October 3, 2019

6:30p - 8:00p

Courtyard Marriott – Coral Gables

Taxes in Retirement

Retirement planning is more complicated than ever, and it can be hard to know where to begin. Reducing taxes is an essential piece in addressing your plans for retirement. Tax laws can be confusing, and little mistakes can lead to larger tax issues. Each year millions of people overpay in taxes without even knowing it, leading to a lower retirement income. Attend our "Taxes in Retirement" workshop, you'll learn about taxation rules and gain knowledge to be in a better position to develop your own successful retirement income tax strategy. There is no charge to attend. Seating is limited, reserve your seats today!

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