I’d like to personally invite you to our upcoming Taxes in Retirement Workshop, a live educational event designed to help you make more informed, confident decisions about your financial future. 

Attend this educational workshop and you will learn:
✓ The critical tax question you must answer BEFORE retirement
✓ The surprises that often make retirement more expensive
✓ What the Social Security “tax trap” is and how you can avoid it
✓ Why tapping assets in the wrong order can trigger higher Medicare premiums
✓ Why you need to manage taxes even before you retire
✓ The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
✓ Mistakes to avoid when it comes to your investment portfolio, health care, and estate

📅 WHEN Saturday September 20th at 10-11:30 AM 
📍WHERE University of Miami | Donna E. Shalala Student Center | 1330 Miller Drive Coral Gables, FL 33146
💲FREE No cost to you, but registration is required! 

This is a great opportunity to brush up on your financial knowledge in a relaxed, classroom-style setting. And if you have friends or family who could benefit, feel free to bring them along!