Retirement Alert Workshop
When: 1:30 PM
Where: Naples Daily News Community Room
1100 Immokalee Rd, Naples, FL 34110
If you are retired or nearing retirement –
you will not want to miss this event!
You and up to 3 guests are cordially invited
to a complimentary “Retirement Alert Workshop”
Please reserve your seats by calling Michele at:
(888) 871-9797 or register online below
Come listen, learn and get answers to these important questions:
- How to reduce or eliminate taxation on Social Security
- Facts on what is exempt from nursing home attachment
- How to protect your assets from catastrophic illness and nursing homes without purchasing expensive long term care insurance
- How to avoid the IRA/401k “Tax Time Bomb” that allows the IRS to wipe out up a big chunk of your retirement accounts
- How will Obama-Care – National Health Care Reform seriously impact the rest of your retirement years?
- How to obtain returns linked to the stock market without market risk
- Probate and how to avoid it
- Wall Street Crisis – is it possible we are heading toward another market crash? How to position your assets so you won’t be affected again
- Variable Annuity Owners, is your annuity charging you outrageous fees? Learn what your broker doesn’t want you to know
- Pension & social security rescue: Will your spouse have enough income if they outlive you?
- Beneficiaries – is your money transitioning to who you really want it to go to once you pass?
NEWS FLASH TOPIC !!!
POTENTIAL FINANCIAL IMPACT
OF A TRUMP PRESIDENCY
Guest Speaker – Dr. Frank Ragonese – Financial & Risk Management Expert
Your speaker will be Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC, a Registered Investment Advisor firm. “Dr. Frank” has over 25 years of risk management experience and was Director of Risk Management for one of the largest corporations in the world. He will discuss techniques that can be applied to a broad spectrum of risks faced by retirees and pre-retirees during these very turbulent times.