Are you following the news?
The Secure Act 2.0 as well as potential new taxes are on the horizon. Looking to learn about ways to have a tax-free retirement, leave a legacy or how long term care may affect your strategy?
Then Join us for a Special Event & Complimentary Dinner:
"AVOIDING THE 2026 TAX INCREASE"
Monday, Jan. 24th at 6pm
WAIT LIST ONLY
Seasons 52 • 8930 Tamiami Trail N, • Naples
The past 2 years have been tumultuous
- 1 in 5 of all businesses closed, including 110,000 eating and drinking establishments
- 20.6 million people lost their jobs only to have the unemployment rate recover but with the opposite effect: now there are not enough workers
- Inflation is at its highest point in 31 years
- Many believe “the other 99.5%” are looking at tax increases
- Capital gains taxes are on the table to be increased
The Good News: YOU HAVE SAFE MONEY OPTIONS
Join us and learn about :
- How to keep some of your money in a 0% tax bracket, regardless of how high taxes go up in the future
- Reinvest your RMDs and never pay taxes on that money again
- Pass more money to your family without income tax
- Grow your money in years the market goes up, without income tax