Equip Yourself with Knowledge for a Potentially Worry-Free Retirement
Our seminar is designed to lift the burden of financial planning off your shoulders, allowing you to savor every moment of your retirement without the stress of managing complex details.
By attending, you'll embark on a journey to understand the essentials of securing your financial future, ensuring you can enjoy your retirement years to the fullest.
Learn About These Topics and More:
Basic Estate Planning: learn how to effectively organize your assets and legal affairs to ensure your estate is managed and distributed according to your wishes, providing peace of mind and security for loved ones.
Risk in Retirement (Longevity, Inflation, Income, Taxes, and Sequence of Returns) Gain insights into managing key retirement risks, including strategies to combat longevity and inflation, optimize income and taxes, and mitigate the impact of investment return sequences, ensuring a more secure and sustainable retirement.
Strategies for Market Volatility: Gain insights into strategies to help protect yourself against volatile market conditions in your retirement years.
How to Secure and Safeguard Your Retirement: Learn strategies to diversify investments, create reliable income streams, plan for potential long-term care needs, and ensure your legal documents are in order. Empowering yourself to protect and maximize their retirement savings.
Jimmy Bejarano
Florida Legacy Advisors
About Your Host(s)
Your seminar is led by a local financial advisor or team of advisors, all with a wealth of experience in retirement planning strategies. Specializing in tax-efficient strategies, they are committed to helping individuals understand and navigate the financial landscape of their retirement years. Join us for an insightful session led by seasoned professionals who understand the intricacies of retirement taxes and are passionate about guiding you towards a secure and enjoyable retirement.
Frequently Asked Questions
Who should attend this seminar?
This seminar is ideal for individuals who are starting to plan for retirement, those nearing retirement, or those already in retirement. It's designed for anyone who wants to understand strategies to navigate the financial landscape of their retirement years.
Is there a sales pitch during or after the seminar?
This seminar is strictly informational. While Florida Legacy Advisors may invite attendees to a follow-up consultation where financial products may be presented or offered, the primary goal of the seminar is to provide attendees with up-to-date and comprehensive information regarding retirement taxation.
What will I learn from this seminar?
The seminar will cover a range of topics including the 2026 tax changes, the Secure Act 2.0, strategies for dealing with market volatility, and how loss deductions may affect your taxes in retirement. The goal is to equip you with the knowledge you need to develop a successful retirement tax strategy.
321-331-6352
Phone Number
jbejarano@asb.insure
Email Address
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