Workshop Locations
Naples Library
2385 Orange Blossom Dr, Naples
Bonita Fire Station 24
27701 Bonita Grande Dr, Bonita Springs
Estero Recreation Center
9200 Corkscrew Palms Blvd, Estero
Retirement Income Planning Workshop
Social Security Maximization Workshop
Social Security Maximization Workshop
Attend our workshop and learn:
- How to protect your income and assets from the unexpected
- Understand the new tax reform laws and their impact on your retirement
- Determine which investments could help build an income-producing portfolio
- Tap into your retirement accumulations and make the most of your income streams
- Invest for stability, income,
Attend our workshop and learn:
- How to protect your income and assets from the unexpected
- Understand the new tax reform laws and their impact on your retirement
- Determine which investments could help build an income-producing portfolio
- Tap into your retirement accumulations and make the most of your income streams
- Invest for stability, income, and growth potential
- Addressing common threats to retiree portfolios
- Utilize financial vehicles that could last a lifetime
- Prepare for a more comfortable and rewarding retirement lifestyle
Social Security Maximization Workshop
Social Security Maximization Workshop
Social Security Maximization Workshop
Attend our workshop and learn:
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you
Attend our workshop and learn:
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
Taxes in Retirement Workshop
Social Security Maximization Workshop
Taxes in Retirement Workshop
Attend our workshop and learn:
- Understand the new tax reform laws and their impact on your retirement
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How lost deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Pos
Attend our workshop and learn:
- Understand the new tax reform laws and their impact on your retirement
- Ways to potentially protect yourself against volatile market conditions
- The changing rules for a retiring generation of baby boomers
- How lost deductions may affect your taxes in retirement
- Common misconceptions about taxes in retirement
- Possible tools and strategies available to retirees to help develop a retirement tax strategy
- A basic overview of the tax rules as they apply today
- Strategies to help protect yourself against the taxation of your Social Security income
- How raising taxes may affect your retirement cash flow
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Atlantic Asset Advisors and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Atlantic Asset Advisors are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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