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FAVORABLE TAX LAWS EXPIRE 2025*

No-Compromise Tax Strategies for a Changing Economy*

Attend this complimentary dinner to discover:

  • 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!  

EVENT DETAILS

Thursday, February 27th at 11:30 a.m.

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

RSVP Today

This is an informational event. No specific products or companies will be discussed.

You Won't Want To Miss This Information-Packed Event!

Exclusive Offer

All attendees are eligible to receive a complimentary copy of the industry-changing book "The No-Compromise Retirement Plan" by Martin H. Ruby, FSA, with Foreword by Michael Terrio, and a complimentary analysis for your current savings strategy!


About Your Host

Michael Terrio, CRPC, AAMS President & Founder of the Terrio Group

The Terrio Group is an Independent Registered Investment Advisor, overseeing and coordinating finances in Port St. Lucie, Stuart and surrounding communities. Their mission is to provide families and businesses with innovative financial strategies, methods and planning. As Investment Advisors, The Terrio Group has a fiduciary duty to act in the best interests of their clients at all times. Michael Terrio is the founder and President of The Terrio Group. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Michael believes that at the nucleus of a successful retirement plan must be comprehensive, cohesive financial strategy. Michael has been quoted in the Wall Street Journal, Fox Business, Daily Finance and other financial publications - and is a radio show host for his “Eight Elements of Financial Control.” Michael is actively involved with the Treasure Coast Boys and Girls Club, Castle and the Martin County Arts Council. He enjoys spending time with his wife, Kaycee, and is actively involved in Jiu Jitsu and soccer with their two sons. Michael Terrio has been featured on The Wall Street Journal, Fox Business and Daily Finance.

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