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Rain & Shine: Proven Strategies to Carry You Through Retirement

Join us for a free lunch or dinner event!

Weather is a lot like your retirement. You can expect rain and plenty of sunshine and you need to be prepared for both. When it comes to anticipating the ups and downs, your tactics for preparing for your retirement are only as good as the strategies underlying them.

A successful retirement doesn’t happen by chance. Join us, as we breakdown the tactics that underlie strategies for a successful retirement.

Seating is limited and reservations are required, so please guarantee your space today by RSVPing now.

In this presentation, you'll learn:

  • Tax-smart strategies to minimize your taxes in retirement
  • What true diversification really means and how it helps minimize risk
  • Essential ways to prepare for Required Minimum Distributions (RMDs)
  • And how to minimize the tax burden you pass on to your loved ones
Event Locations

Florida

Tuesday, November 5 @ 6:30 PM
Jacksonville, FL
The Club Continental