Seminars

for the smart investor

Whether you are an experienced investor seeking professional advice or a do-it-yourselfer, the Retirement Unlimited. financial workshop can help you acquire the knowledge you need to succeed.

The financial world has become increasingly complex. Knowledge about investing, risk management, taxes, retirement income and estate planning is more important than ever.

A few times a year we offer FREE PUBLIC workshops to the local residents of Miami/Dade County. Now you too can benefit from the wealth of knowledge, strategies and techniques presented.


Join us for a Retirement Planning & Investment Management Workshop

- Optimizing Your Personal Finances and Preserving Wealth -

Our next seminar series is scheduled for:

Thursday, January 25th, 2018 at 6:30 PM in Coral Gables, Florida

Saturday, January 20th, 2018 at 11:30 AM in Coral Gables, Florida

Click here to e-mail us and let us know which topics you are most interested in. Include your name, address, telephone number and e-mail address in the message section.


CPAs and Attorneys in Florida can qualify for Continuing Education Credits by attending these workshops. 2 CPEs and 2 CLEs will be given to those attending along with proof of attendance.

Topics include:

Wealth Accumulation Strategies
 
  • Three phases of financial planning
  • Three barriers to financial success
  • Asset allocation techniques
  • Equity investments
     
Tax-Reduction Techniques
 
  • Impact of taxes on investments
  • Tax allocation strategies
  • Taxable and favored investments
  • Roth IRAs
  • Municipal bonds

Retirement and Estate Planning
 
  • Tax-favored retirement distributions
  • Life insurance
  • Estate planning fundamentals
  • Estate trusts
  • Charitable giving

 
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