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You are cordially invited


Taxes In Retirement

Learn How You Can Maximize Your Retirement Income And Investments To Produce Dependable Lifetime Income In Retirement

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Lunch & Learn Date:


Anna Maria Oyster Bar, Landside

6906 14th Street West, Bradenton, FL 34207

Tuesday, October 8th, at 12:00 PM

What you’ll discover during the workshop:

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    How lost deductions may affect your taxes in retirement and common misconceptions about taxes in retirement.
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    Understand the official new tax reform rules and their impact on your retirement along with how rising taxes may affect your retirement cash flow.
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    ​Strategies to help protect yourself against the taxation of your Social Security income and possible tools and strategies available to retirees to help develop a retirement tax strategy.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for ways to secure a paycheck that will last a lifetime.

We host these workshops to help educate those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want without the fear of running out of money.

Available spots for the lunch and learn are limited! Reserve your seat now and join us to learn more about taxes in retirement planning.