Learn About These Topics and More:
Social Security and Retirement : Learn how you may be able to maximize your Social Security benefits to help enhance your retirement income effectively.
Adjusting for Healthcare costs: Discover how the Secure Act 2.0 has changed the retirement landscape and what it means for you.
Investment Strategies for the Retiree: Discover investment approaches to manage risks and help ensure a steady income throughout retirement.
Estate and Legacy Planning: Gain insights on how to protect your assets and ensure your legacy is preserved and passed on according to your wishes through effective estate and legacy planning.
This seminar is led by a licensed insurance producer with experience in retirement income planning. Maxwell McGhee is well-versed in the complexities of retirement finances and is dedicated to helping you achieve a worry-free retirement.
Frequently Asked Questions
Who should attend this seminar?
This seminar is ideal for individuals who are starting to plan for retirement, those nearing retirement, or those already in retirement. It's designed for anyone who wants to understand strategies to navigate the financial landscape of their retirement years.
Is there a sales pitch during or after the seminar?
This seminar is strictly informational. While Max may invite attendees to a follow-up consultation where financial products may be presented or offered, the primary goal of the seminar is to provide attendees with up-to-date and comprehensive information regarding retirement taxation.
​What will I learn from this seminar?
The seminar will cover a range of topics including tax changes, the Secure Act 2.0, strategies for dealing with market volatility, and how loss deductions may affect your taxes in retirement. The goal is to equip you with the knowledge you need to develop a successful retirement tax strategy.
© 2024, Florida Legacy Advisors . All rights reserved.
This workshop is for educational information only with no obligation to enroll. No plan specific benefits will be shared.
For accommodations of individuals with special needs at meetings, please call (774) 200-8505. Calling the number above will direct the caller to a licensed agent.
I understand that by providing the information above, Maxwell McGhee may contact me regarding Medicare health plans at the number(s) and/or email address provided above.