You're Invited To The Retirement Roadmap Experience Seminar

Christian Baldino

Understanding how to plan for retirement income and protecting your nest egg is critical.

What we will be covering:

  • • What impact does the new SECURE ACT 2.0 have on your TAXABALE income and estate value?
  • • Are bonds back? After last year's crash in the bond market, is it time to jump in?
  • • What is the latest research on building an optimal retirement portfolio in retirement? It's not what you think!
RSVP for this FREE Workshop Today
Christian Baldino

Christian is the author of "The New Retirement Plan," a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide steers retirees through the often confusing "sea of financial information." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

All participants will receive a FREE custom Retirement Roadmap Experience. We found that 80% of the people who go through the IFW Retirement Roadmap Experience increase their retirement success score significantly which could improve your retirement situation by lowering your taxes in retirement, possibly eliminating them, protecting your portfolio from market ups and downs, and put you in the best position to get the most retirement income possible, while ensuring you never run out of money in retirement.

SEATING IS LIMITED SO REGISTER TODAY!

Advance registration is required.

Select a class date from the calendar below to register.

 

may 2024

No Events

june 2024

No Events

july 2024

No Events

Florida Estate and Retirement Planning Center is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources which we, and our suppliers believe reliable, but we do not guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Florida Estate and Retirement Planning Advisors, LLC is a An Investment Advisory Firm registered with the State of Florida. Additional information about Florida Estate and Retirement Planning Advisors , IARD226751 is available on the SEC's website at IAPD - Investment Adviser Public Disclosure - Homepage https://www.adviserinfo.sec.gov./