Your choice of entrée between the Oak Grilled Sirloin, Oak Grilled Atlantic Salmon or Blackened Chicken Pasta.
Stonewood Grill & Tavern
5415 University Pkwy
University Park, FL 34201
– Stonewood Grill & Tavern on July 25 at 6:00 p.m.
– Stonewood Grill & Tavern on July 26 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend.
Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at Stonewood Grill & Tavern. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Joshua Storey has been in the financial services industry for 10 years. He serves clients with diligence, sincerity and drive. He prides himself on being able to connect with clients naturally and authentically. He explains complex rules and concepts in an easily understandable way, reducing the clients’ overwhelming feelings often associated with finances.
He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service to clients and their families while adhering to the highest fiduciary standards.
Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to help prepare clients for their best financial future.
He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.
In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.