A Special Invitation For Clients

Something Good Is Cooking And You're Invited!

Thursday, February 20th, 12:00PM
Event Full – Waitlist Only
At Del Frisco’s Double Eagle Steakhouse
9150 International Dr. Orlando FL, 32819

OR

Thursday, February 20th, 6:00PM
Event Full – Waitlist Only
At Dubsdread Ballroom
549 West Par St. Orlando, FL 32804

Client Educational Event:

"Strategies For Taxes, Long term care and Legacy"

registrations are now closed.

Grab your spouse/partner and join Justin Fraga and special guest speaker, Brett Ranhofer, for this live event.
In this no-cost, no-obligation client educational event, we’ll discuss:

Rated 5 out of 5

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they impact your income
  • IRAs, RMDs, 401(k)’s, 403(b)’s and taxes
  • Planning for tax implications
Rated 5 out of 5

Long Term Care Planning

  • 7 out of 10 retirees age 65 or older will need long term care in their lifetimes
  • Policies that allow you to pay for LTC with tax-free dollars
  • The costs of Long Term Care and how to strategize around that.
  • Legacy planning tips for protecting your loved ones.

Fill Out The Form Below To RSVP:

registrations are now closed

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