About this Event
You are cordially invited to an educational event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner alongside the presentation.
Award winning Retirement Advisor and Creator of the Nationally Televised TV Show, Make Money Make Sense™, Marcus J. Robinson, will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. You will leave with valuable information you can act upon immediately, such as:
ASSET PROTECTION: New government, new rules. With so many changes coming your way, your assets could be at risk. We can help!
TAX REDUCTION STRATEGIES: Learn that it may be possible to reduce or even eliminate taxes on your Social Security, and how to defer taxes on interest and dividend income.
MAXIMIZING YOUR SOCIAL SECURITY: Are you among the only 4% of retirees that are claiming all that is entitled to them? $3.4 Trillion is left on the table, and the other 96% don’t even know about it. Let us show you how to optimize your benefits to the fullest.
LONG TERM CARE: Discover critical and essential methods to help protect your income and assets should you need long-term care, without purchasing a traditional “use it or lose it” long-term care insurance policy.
NEW CHANGES TO MEDICARE: What you don’t know might cost you thousands. Learn how new legislation will be changing MEDICARE and what you need to change RIGHT NOW to ensure the coverage you need.
**This event is intended for those who have investable assets of $250,000 or more. Your registration tickets are not final until our office (Robinson Financial Group) has reached out and confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration. Thank you.
Due to the high demand seats are limited. This is a closed door event and a verbal confirmation must be provided prior to the event. Please arrive 15 minutes prior to event start time. We do apologize but we will not be able to seat you once the event has started. This is an adults only event.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Event Venue & Nearby Stays
Seasons 52, 5096 Big Island Drive, Jacksonville, United States
USD 0.00