Smith & Wollensky
Jun 18, 2024 | Jun 19, 2024 | Jun 20, 2024
6:30 PM
No Cost Event
Dinner Seminar
1 Washington AveMiami Beach, FL 33139
With the U.S. debt ceiling reached and inflation lingering, it's more important than ever to take control of your financial future. Our seminar will delve into the current economic climate and its potential impact on retirement plans, with a focus on high inflation rates and rapid monetary tightening. Attendees will learn strategies for protecting their finances and retirement plans, as well as practical steps and resources for safeguarding their savings in light of current challenges. Topics covered include maximizing IRA and qualified plan assets, avoiding common tax pitfalls, and minimizing capital gains taxes.
Reserve Future Event Topic
Learn about economic climate, debt ceiling and its impact on retirement plans. Strategies for protecting finances, maximizing IRA and qualified plan assets, avoiding tax traps, minimizing capital gains taxes and legacy planning for safeguarding your future.
Safeguarding finances in uncertainty
Maximizing IRA/qualified assets
Avoiding common tax mistakes
Minimizing capital gains taxes
Legacy planning and inheritance tax.
In conclusion, our upcoming seminar aims to provide attendees with a comprehensive understanding of the current economic climate and its potential impact on retirement plans. We will delve into the challenges of high inflation rates, rapid monetary tightening and debt ceiling concerns, and provide attendees with valuable insights and resources on how to protect their finances and retirement plans. Topics covered will include maximizing IRA and qualified plan assets, avoiding common tax pitfalls, and minimizing capital gains taxes.
Our experts will also be discussing misconceptions that may be costing you thousands of dollars per year, and the best methods of legacy planning. Attendees will leave with a clear understanding of how to take control of their financial future and safeguard their savings in light of current economic challenges. Don't miss out on this opportunity to gain valuable knowledge and strategies for a successful retirement.
The seminar will cover strategies for protecting your finances and retirement plans in light of high inflation rates and rapid monetary tightening, maximizing the use of IRA and qualified plan assets, avoiding common tax pitfalls, and minimizing capital gains taxes.
The seminar is designed for anyone who is concerned about how the current economic climate may impact their retirement plans.
Yes, the seminar will cover the best methods of legacy planning and how to avoid leaving your heirs with a tax explosion.
Yes, the seminar will discuss the misconceptions surrounding buy-and-hold versus timing the market and how to identify undisclosed fees, costs, and risks.
Yes, the seminar will discuss the three big misconceptions that CPA may be missing that could be costing you thousands of dollars per year.
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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