Time: 6:30 PM
When: 8/22/2023 , 8/24/2023 , 8/29/2023, 9/26/2023 , 9/28/2023
Venue: Morton’s The Steakhouse, 5050 Town Center Cir Suite 219, Boca Raton, FL 33486

Event Details:

During this event, we will reveal personalized techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will find out what the government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can act upon immediately.

Important educational topics we’ll discuss:

• How to create strategies so you are less likely to outlive your assets.
• Why it is never too early or too late to plan for retirement income.
• Why reducing taxes is so important in pre-retirement and in retirement.
• Do you really know how long your money will last in retirement?
• Maximizing your Social Security benefits with proper analysis and planning.
  Potentially reliable, inflation-adjusted, sustainable income strategies throughout your retirement.

This event is designed for Accredited Investors

*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.

*No investment strategy can guarantee a profit or protect against loss. Always consult your tax and/or legal professional for details regarding your specific situation.