SWAN University: Florida

Location

Pensacola State College – Room 2051
Chadbourne Library Building 20 -Room 2051
Pensacola, FL 32504 United States

Directions

Date:

March 10

Time:

4:00 pm

LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PROTECT YOUR ESTATE

Join SWAN Capital for an educational workshop covering Retirement and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Tuesday, March 10th, from 4:00 PM – 8:00 PM.

Attend this workshop and learn:

  • How to reduce or eliminate retirement and estate taxes
  • Learn how taxes and IRAs impact your estate plan
  • Financial strategies that could increase your retirement income and last a lifetime
  • Different approaches to help protect your assts when they are passed on
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • Common misconceptions about retirement and estate planning

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