Tax Planning Seminar

Event Phone: 321.888.3882

This is a free instructor-led 2-hour seminar to be attended in-person. It is held at the venue listed below.

The tax planning seminar will describe ways to prepare for retirement and structure your income so you can pay the least tax possible. It will provide 15 or more tax tips for your consideration and explain how IRA’s, 401(k)’s, Roth’s and Annuities are taxed to help you in your planning with emphasis on year-end tax planning strategies.

The presenter is a former practicing CPA with a Masters degree in Taxation. He is a Certified Tax Specialist and a Certified Annuity Specialist. He holds insurance licenses in Florida and various other states and a Series 6 securities license so he can advise and sell all types of annuities including Fixed, Fixed-index, Variable and Registered Index-linked products.

A complimentary lunch will be served.