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 & Broward 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 -

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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