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S.M.A.R.T. Retirees
Workshop - Ages 55+

The Regent 
6437 Watson Rd
Riverview, FL 33578 

Monday, November 6th, 2023 
11:30am - 1:30pm 
Catered Lunch Provided at No Charge 


Learn the Financial Strategies Used by
Savvy Retirees to MAXIMIZE Their

Portfolio and PROTECT Their Assets!


➢ Four Financial Phases of Life – Understanding the Seasons
➢ The Three Most Important Components of a Financial Plan
➢ Protecting Your SPOUSE from Future Financial Hardship
➢ Best Planning for Retirees Who are Single
➢ Discover the “Missing Link” in Most Financial Plans
➢ Maximizing Income When It is Most Needed
➢ Understanding New IRA Rules and How to Avoid Penalties
➢ Statistics that Many Retirees are Shocked to Learn
➢ Myths about What is Protected from Long-Term Care Costs
➢ Innovative Ways to Cover Assisted-Living and Nursing Home Stays
➢ Most Efficient Ways of Passing Assets to Heirs

Sign up to reserve your spot

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