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

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

About this Event

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• Whether your will, trust, or legal documents are at risk of becoming outdated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 aW5mbyB8IGxlZ2FzdXJlICEgY29t.

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