​​​​Taxes the Economy & You

Taxes the Economy & You

When:  February 11, 2020 

Time:  11:30 - 1:00PM

Where:  Our office boardroom

Address:  2520 Manatee Ave W | Bradenton, Fl 34205

Lunch and Learn

Please join us at our upcoming free education event. In addition to good food and good company we will be discussing, in plain english terms, how the latest tax law reform will impact your financial goals. Now in it’s 10th year of growth, we will also be discussing the status of the economy, possible triggers for the next recession/Bear Market and what you can be doing to prepare for the inevitable decline.

Specific topics will include:

  • Why inflation and interest rates have been so low and what could cause them to spike
  • Highlights of the tax reform and what they mean to you
  • Why the markets keep going up and what could pop the proverbial bubble
  • How we select the investments in your portfolio from 40,000 available options
  • The why and how of your “war-chest”

Lunch & Learn Registration

Don't Ever Grow Old

Date : June 9, 2020                 Time: 12:00 pm              Address : 2520 Manatee Ave W Bradenton, Fl 34205

Step 1:  Schedule Your 15-minute Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise