FIND AN UPCOMING EVENT

FAVORABLE TAX LAWS EXPIRE 2025*

No-Compromise Tax Strategies for a Changing Economy*

Our informative workshop is designed to help uncover strategies for minimizing tax exposure. Attend an upcoming event to discover the following,

  • Find out about the biggest tax reform in 30 years and what it means for you.**
  • How to potentially create a tax-free income in retirement from your current 401(k)/403(b)/IRA.
  • How IRAs in retirement can create critical tax pitfalls if not handled properly.
  • Strategies to help you grow and protect your savings from market volatility in retirement.
  • How you can identify and eliminate conflicts in your qualified accounts.
  • How portfolio tax diversification can be critical to tax exposure.
  • The “do’s and don’ts” of Roth conversions, and why they’re important to understand.***
  • And more!

UPCOMING EVENTS

PORT ST. LUCIE, FL

HopCat 10553 SW Meeting St, Port St. Lucie, FL 34987

Thursday, February 27, 2020 from 11:30 a.m. to 12:30 a.m.

REGISTER

STUART, FL

LouRonzo's Italian Fusion 301 S Colorado Ave, Stuart, FL 34994

Thursday, March 5, 2020 from 6:00 p.m. to 7:00 p.m.