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Prepare Your Finances For The Future

September 25, 2018 @ 6:00 PM - September 27, 2018 @ 6:00 PM

One in three 65 year olds will live to age 90.
Will your assets last that long?

You’ll enjoy a delicious meal and we’ll discuss how retirement is changing in America
for today’s retirees or those near retirement.

Important Education Topics we’ll discuss:

  • New Laws– How will the tax laws affect you.
  • Tax Reduction– Create a strategy to protect your income and investment, even with changing tax laws.
  • Don’t Out live Your Money– Understand how to implement a financial strategy that provides
    retirement income – without the risk of out living it.
  • Risk Tolerance– Discover new financial instruments that minimizes the downside of market exposure.
  • Legacy Planning– Learn strategies to ensure your beneficiaries will receive exactly what you intended.
  • HealthCare– Prepare for the future by learning about long-term care and healthcare options.


Contact Us to Register


September 25, 2018 @ 6:00 PM
September 27, 2018 @ 6:00 PM


Citrus Hills
509 E. Hartford
Citrus Hills, FL 34442 United States
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