You are cordially invited

How To Protect Your Retirement From Rising Taxes And Market Volatility

Learn how to safeguard your portfolio from the next market crash and the possibility of higher tax rates 

Workshop Details:

Winter Park Library

460 E. New England Ave.

Winter Park, FL 32789


April 10th,

at 11:00 AM


April 14th,

at 11:00 AM

What you’ll discover during the workshop:

  • How lost deductions may affect your taxes in retirement and common misconceptions about taxes in retirement.
  • Understand the official new tax reform rules and their impact on your retirement along with how rising taxes may affect your retirement cash flow.
  • 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 workshop are limited! Reserve your seat now and join us to learn more about how taxes in retirement. Light refreshments will be served.