Retirement Tax Planning.org

Retirement Tax Planning.org Attend a free educational workshop and learn how your Retirement Income can affect your tax bracket.

11/01/2021

This specialized event is designed for retirees and pre-retirees, and is intended for individuals or households with a minimum of $250,000 of investable assets.

10/29/2021

The Venice Community Center

03/11/2021

Join us at the Venice Community Center for an educational workshop on Thursday, March 18th from 11:00 AM – 12:15 PM or Tuesday, March 23rd from 11:00 AM – 12:15 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

02/11/2021

Florida can offer unique tax advantages for new Florida residents who own property or assets in other states!

Taxes in Retirement workshop tonight at Hampton Inn Bee Ridge. If you couldn’t make tonight’s workshop we have another o...
02/09/2021

Taxes in Retirement workshop tonight at Hampton Inn Bee Ridge. If you couldn’t make tonight’s workshop we have another one February 11th at 11am.

Please call Trae at (941)451-8512 to register!

02/02/2021

There’s no way out of the tax system, but there are several ways to protect your hard-earned assets and minimize the bites on retirement income!

12/03/2020

Join us at the Venice Community Center for an educational workshop on Tuesday, December 8th from 11:00 AM – 12:15 PM or Thursday, December 10th from 11:00 AM – 12:15 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable ca...

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2520 Tamiami Trail N
Nokomis, FL
34275

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+19414518514

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