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Join Us for Our Financial Strategy Workshop

Your current financial strategy could be destroying your retirement income... and taxes are likely the culprit. Discover tax-smart retirement planning and protect your money from Uncle Sam now!

Attend One Of Our Free Workshops!

Tuesday, 4/20/21:

  • 10AM-12PM
  • 2PM-4PM
Where: Sheraton Suites Fort Lauderdale Plantation, FL 311 N University Dr., Plantation, FL

Thursday, 4/22/21:

  • 10AM-12PM
  • 2PM-4PM
Where: Double Tree by Hilton Sunrise-Sawgrass Mills 13400 W Sunrise Blvd, Sunrise, FL

Concerns that keep most Americans up at night that we will discuss:

  • Tax Planning
  • Retirement Income
  • Mitigating Risk
  • Estate Planning


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