December workshops

Join us for these informative workshops:

Der Dutchman Restaurant
3713 Bahia Vista St.
Sarasota, Florida 34232

Directions

Retirement income planning
Dec. 4,

Maximize your charitable giving
Dec. 5

Social Security and retirement income planning


Tuesday, Dec. 4, 7 p.m.

We’ll cover the best time to start taking Social Security benefits; converting your retirement savings into retirement income; and strategies to help your income last throughout retirement.

Ways to maximize your charitable giving


Wednesday, Dec. 5, 11 a.m.

We’ll discuss tools to maximize your giving to church, charity and family; strategies to minimize your tax bite; how planning now can keep you in control of who gets what; plus estate planning and end-of-life decisions.

 

Presenters: Craig Foor*, CLU®, ChFC®, CASL®, Financial Advisor,
Steve Lane, Financial Advisor