Free

Invitational Seminar - Tax, Financial, Will & Trust, and Social Security.

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Palm Beach Gardens Marriott

4000 RCA Boulevard

Palm Beach Gardens, FL 33410

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Join us for a complimentary gourmet brunch!

At this educational event, we will be discussing tax, financial, Will & Trust, and Social Security matters, and other related issues that effect New Jersey Residents. There will be special guests, including Certified Public Accountants, Certified Financial Planners, Attorneys, and a representative from the Social Security Administration. Topics discussed will be:

2018 Tax Law Changes and how these changes will affect you.

  • Your Social Security benefits

  • Pensions and retirement plans

  • Investments and stock portfolio

  • Conversions of IRA into ROTH IRA

  • The new 20% deduction for businesses

  • The new 20% deduction for landlords

  • Sales taxes on vacation homes

  • Generating tax-free income from investments and much, much more...


Elder Care Financial Planning

  • Retirement planning overview

  • Retirement income: Will you have enough?

  • How to achieve security in your portfolio

  • Choosing the right retirement account

  • Should you maintain a stock portfolio?

  • Which account you should pull out money from


Social Security Benefits

  • The best time to take Social Security

  • Taxes on Social Security

  • Social Security while you are still working

  • Benefits for your family

  • Five factors to consider when deciding to apply for Social Security benefits


Wills & Trusts

HOW TO PROTECT YOUR HOME WITH MEDICAID PLANNING

We will discuss what options you have in making sure you are doing everything you can to preserve your wealth now and for future generations.

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Date and Time

Location

Palm Beach Gardens Marriott

4000 RCA Boulevard

Palm Beach Gardens, FL 33410

View Map

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