Sip, Savor & Save: Uncork the Secrets to Lower Taxes in Retirement
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Sip, Savor & Save: Uncork the Secrets to Lower Taxes in Retirement

By Marbella Lakes HOA

Overview

Learn the secrets to minimize your taxes in retirement.

Join Marbella Lakes resident and Certified Financial Planner™ and Accredited Tax

Preparer, Patrick Huey, for a delicious and truly unique approach to financial education.

Learn three ways to minimize your taxes in retirement while enjoying three wine and

cheese pairings selected by Dixie Huey, a sommelier and 20-year industry veteran.

A take home packet will be provided. No charge

to attend.

Category: Business, Finance

Good to know

Highlights

  • 1 hour 30 minutes
  • ages 21+
  • In person

Location

6664 Marbella Ln

6664 Marbella Lane

Naples, FL 34105

How do you want to get there?

Organized by

Marbella Lakes HOA

Followers

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Events

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Hosting

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Free
Dec 14 · 5:30 PM EST