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The New Rules of Retirement Planning

April 27, 2024 @ 9:00 am - 2:00 pm

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 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

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Details

Date:
April 27, 2024
Time:
9:00 am - 2:00 pm

Venue

Nova Southeastern University
10100 Deer Run Farms Rd.
Fort Myers, FL 33966 + Google Map

Organizer

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