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Brett Maggard

Join us at Cooper's Hawk Winery & Restaurant for a complimentary event with Brett Maggard.

Walk away possibly knowing more than you did before about how to retire with confidence. Here’s what we’ll uncover:

  • Tax-Saving Strategies:

    • Preparing for the 2026 tax increases;
      what you need to do now.
    • Are you maximizing your tax‐free assets?
    • How can I make my IRA/401(k) tax free?

  • Investments Selection:

    • Which investments to stay away from during
      this election year?
    • Are you getting the growth you should for the
      risk you have?
    • Understand all your SAFE investment options.

  • Maximizing Retirement Income:

    • Strategies to generate more income.
    • Avoid outliving your savings.
    • How to protect your income from health
      care cost.

  • Estate Planning:

    • Why having a Trust is so important.
    • How to protect your family, your assets, and
      avoid probate.
    • Ensuring your wishes are carried out.

Event Details

Dates of Workshop:

March 25 at 6:15 pm
March 26 at 6:15 pm
March 27 at 6:15 pm


Location:

Cooper's Hawk Winery & Restaurant
28963 State Rd 56, Wesley Chapel, FL 33543

 

 

Will the 2024 Election Have a Big Impact on Your Retirement?

Register today for our next complimentary event with Brett Maggard.

Dates of Workshop:
March 25 at 6:15 pm
March 26 at 6:15 pm
March 27 at 6:15 pm

 

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