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The New Rules of Retirement Planning

Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United States

    This is an accelerated one day class!! Learn how to: Evaluate the impact of the latest Tax law changes on your retirement Know if you have enough money to retire Develop strategies to maximize your Social Security income Avoid the three pitfalls of retirement distribution Understand if your portfolio is truly "diversified" Evaluate […]

Laishley Crab House Retirement Dinner Seminar

Laishley Crab House 150 Laishley Court, Punta Gorda, United States

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program is Complimentary. There is no obligation and nothing will be sold a this event. Enjoy a complimentary dinner, served immediately after the presentation. The presenters […]

Laishley Crab House Retirement Dinner Seminar

Laishley Crab House 150 Laishley Court, Punta Gorda, United States

An exclusive private event for retirees & pre-retirees You are cordially invited to and educational event for area residents who are retired or nearing retirement. This informative and entertaining program is Complimentary. There is no obligation and nothing will be sold a this event. Enjoy a complimentary dinner, served immediately after the presentation. The presenters […]

Workshop: Retirement Tax Strategies for 2024

Suncoast Technical College- NP 4445 Career Lane, North Port, FL, United States

HOW TO POTENTIALLY REDUCE TAXES AND TAKE ADVANTAGE OF THE CURRENT MARKET ENVIRONMENT Market downturn, the election, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, it’s crucial to regularly reassess your retirement strategy - if you have one. Do you have a plan for […]

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Investment advisory services are offered through Portfolio Medics, LLC. Ideal Retirement Solutions and Portfolio Medics are separate and unaffiliated entities. The information contained on this website is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing on this website should be construed as investment advice.

Investment Advisory Services are offered through Alphastar Capital Management LLC, a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Alphastar is not affiliated with Portfolio Medics, LLC. or Ideal Retirement Solutions, which are separate and independent entities.  

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