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The Changing World of Retirement Planning

September 7, 2023 @ 6:00 pm - 9:00 pm

Florida SouthWestern State College - NISOD

This is a two day Class. Thursday, September 7th and Thursday, September 14th

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 if a Roth Conversion is right for you
  • Plan for incapacity due to illness or injury

To register please contact Sully at 941-888-0864

Looking forward seeing you there!

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Details

Date:
September 7, 2023
Time:
6:00 pm - 9:00 pm

Venue

FSW College in Fort Myers
8099 College Pkwy
Fort Myers, FL 33919 United States
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Organizer

Sullymar Alicea
Phone
941-888-0864
Email
sully@idealretirementsolutions.com