Who is this event for?

This event is for retirees or those approaching retirement who are looking to bulletproof their retirement plan.

What does this ticket get me?

This ticket provides seminar access, dinner, and Q&A for one person.

Thursday, August 14

Retirement Planning: Maximize The Benefits of the New Big Beautiful Bill

ALL AGES

Learn how to make the most out of the new financial bill in a fun and interactive workshop!

By Legasure | Financial and Tax Planning

Date and time

Location

Morton's The Steakhouse

5050 Town Center Circle #Suite 219 Boca Raton, FL 33486

Refund Policy

Refunds up to 7 days before event.

Lineup

About this event

Event lasts 1 hour 30 minutes
ALL AGES
Free venue parking

Join us at Morton's Steakhouse for an exclusive dinner event in Boca Raton that could change the way you plan for your future. “How to Maximize the Benefits of the New Big Beautiful Bill” is a timely and informative session designed for individuals nearing or in retirement who want to safeguard their wealth, optimize their estate plans, and capitalize on powerful new financial strategies.

Over a chef-prepared dinner, you'll gain expert insights on:

How recent tax law changes under the new administration may impact your retirement savings
Strategies the wealthy use to protect assets from taxes, lawsuits, and probate
How high interest rates can work for you in retirement—not against you
The five most common estate planning mistakes (and how to avoid them)
Smart ways to generate higher, tax-efficient income throughout retirement
Whether your will, trust, or legal documents are at risk of becoming outdated

Whether you’ve already built your nest egg or are in the process of doing so, this event is your opportunity to receive a second opinion and walk away with actionable strategies for 2025 and beyond.

Seats are limited and advance registration is required. Your ticket includes the full dinner and the seminar. Bring your questions and your appetite.

For more information, please contact info@legasure.com.

Organized by

Legasure | Financial and Tax Planning

Legasure is South Florida’s leading financial and retirement planning advisory firm, known for delivering personalized, high-impact strategies that help individuals and families protect, grow, and transfer wealth with confidence.

With decades of experience and a deeply client-centric approach, the Legasure team specializes in guiding clients through all stages of retirement, from income planning and tax efficiency to estate design and long-term wealth preservation. Whether you're preparing for retirement, already retired, or navigating major financial decisions, Legasure delivers a comprehensive, thoughtful plan tailored to your needs.

Our services include retirement income planning, estate and legacy strategies, risk mitigation, and wealth protection solutions. We help clients understand how to respond to today’s economic landscape, including high interest rates, market volatility, and recent tax law changes, so they can make smarter, more secure decisions for their future.