Join Us for a Complimentary Dinner at

The Treasure Island Yacht Club

To Discuss

Using Your Pre-Tax Dollars to 

Live Your Dream

Join Us for a Complimentary Dinner at

The Treasure Island Yacht Club

To Discuss

Using Your Pre-Tax Dollars to Live Your Dream

Do you have the right strategy to live your dream in retirement?  If you are open to some “out of the box” thinking to maximize your buying power and lowering your taxes, it is important to understand how recent changes in may impact you.  Join us for a complimentary dinner at the Treasure Island Yacht Club, where we will discuss:

  • Strategies to Help You Avoid 401k & IRA Pitfalls
  • How to Create Tax Free Retirement Income
  • How Proposed Changes in Tax Laws May Impact You in Retirement
  • Why Taxes Can Be Your Biggest Expense in Retirement
  • How to Lock in Historically Low Tax Rates
  • How to Protect Your Assets Heavy, Unnecessary “Retirement Tax”

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A complimentary dinner will be served. This is an informational event. No products will be discussed and nothing will be sold. 

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