The Biggest Mistakes IRA owners AND their Advisors make. Feb 17th

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Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

The Biggest Mistakes IRA owners AND their Advisors make. Feb 18th

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Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Feb 3rd

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Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Feb 4th

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When: @
Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Nov 11th

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Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Dec 4th

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Where: The Brownwood Hotel & Spa, The Mizell Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Jan 13th

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When: @
Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Taxes, Trusts, and the OBBB Act: What’s Changing? Jan 14th

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When: @
Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

Our Fiduciaries’ qualifications include a Certified Estate Planner, a Published Author and have been Nationally Interviewed on CNBC’s Squawk on the Street, Yahoo! Finance Kiplinger’s and Fox Business Daily News, and appeared on Fox 35[…]

Do you know how new laws will affect your retirement now and for years to come? May 6th – 2pm

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Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

There were 441 new laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? We are conducting an informational workshop that covers[…]

Do you know how new laws will affect your retirement now and for years to come? May 7th – 2pm

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When: @
Where: The Brownwood Hotel & Spa, The Silas Room, 3003 Brownwood Blvd, The Villages, FL 32163, USA

There were 441 new laws passed in the last 12 months alone. Do you know how these will affect your retirement now and for years to come? We are conducting an informational workshop that covers[…]