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Register for our event!

October 6th or 7th

at 6:00 PM

6490 University Pkwy

Sarasota, FL 34240

JOIN US

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HOW TO INVEST AND SAVE TAXES

IN RETIREMENT UNDER THE TRUMP ADMINISTRATION

Discussion Highlights:

- How to participate in the stock market while reducing the traditional risks most investors face.


- How we collaboratively define your desired financial outcome, often with strategies that are safer than your current approach.


- How to gift money to family members properly without triggering gift taxes.


- How to implement tax-loss harvesting without limiting your portfolio’s growth potential.


- The real issues you are creating for your family when you do not have a properly designed estate plan.


- How to eliminate ongoing taxes on brokerage accounts by utilizing a PPLI structure.


- How to protect assets from the rapidly rising costs of long-term care using a specialized trust strategy.

Please note: Our event on October 7th has reached capacity. You may still sign up for the waitlist, or register for our October 6th event which still has seats available.