The Capital Grille
Feb 20, 2024 | Feb 21, 2024 | Feb 22, 2024
6:30 PM
No Cost Event
Dinner Seminar
9005 Mercato Dr. Naples, FL 34108
Attendees will learn about the current economic landscape and the impact it may have on their retirement plans, with a focus on safeguarding finances and creating a secure future. The seminar will provide in-depth information on using IRA & Qualified Plan Assets to increase income, transfer wealth to heirs, and minimize taxes. We will also dispel common misconceptions, such as the choice between buy-and-hold vs. market timing and navigating hidden fees and risks. By the end of the seminar, attendees will have gained a comprehensive understanding of the opportunities and challenges facing their retirement plans, and the tools and strategies to make informed decisions. Join us for an enlightening experience, as we help you take control of your future and plan for a secure retirement.
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Join us for a dynamic seminar where we delve into the challenges facing retirement plans in today's economy. Gain a fresh perspective on market misconceptions and uncover the key questions you should ask about your strategy. Leave with a newfound understanding of how to transfer wealth to your heirs tax-free and ensure a secure retirement future.
Retirement strategy planning
Tax-efficient wealth transfer
IRA & Qualified Plan benefits
Market misconceptions & risks
Capital gains tax minimization
In conclusion, this educational seminar will provide valuable insights into the current economic landscape and its impact on retirement planning. We will discuss the potential downside risks and strategies for safeguarding your finances and ensuring a secure retirement. Key topics such as using IRA and qualified plan assets to generate income, transferring wealth to your heirs, avoiding IRA tax traps, identifying undisclosed fees, and minimizing capital gains taxes, were thoroughly covered.
Our goal is to empower attendees with the knowledge and tools necessary to make informed decisions about their retirement plans and ensure a prosperous future. The seminar will be an eye-opening experience, and we hope that the information provided will assist attendees in achieving their financial goals. Remember, retirement planning is an ongoing process and it is important to stay informed and make adjustments as needed.
It will be ran by independent licensed fiduciaries and focuses on delivering actionable insights and up-to-date information on safeguarding your finances and retirement plans in the face of current economic challenges. It also covers unique strategies for using IRA and qualified plan assets to maximize income and wealth transfer to your heirs, while avoiding common tax pitfalls.
This seminar is designed for people nearing retirement or in retirement looking to take control of their retirement plans. It is especially beneficial for those who are concerned about the impact of inflation and tighter financial conditions on their future outlook.
The advisors leading this seminar have extensive experience and expertise in retirement planning and wealth management. They are knowledgeable and equipped to help attendees make informed decisions and develop a solid plan for their retirement future.
Yes, attendees can expect to receive comprehensive handouts and guide materials to help them retain and apply the information discussed during the seminar.
Yes, there will be opportunities for attendees to have follow-up consultations with the seminar leaders, to help them clarify any questions or issues and ensure they are on track with their retirement plans.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
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