Join us for an exclusive event where you'll discover how to optimize your Social Security benefits, reduce tax liabilities, and retire with confidence!Learn How the New Tax Law Changes Can Affect You and Your BenefitsTopics:??Social Security BenefitsFile for benefits early or delay taking them? Which is better for you???Legislative ImpactRecent tax law changes and the […]

WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2024If you're among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.Please Join us for this complimentary informational seminar at Punta Gorda Library. 401 Shreve St. Punta Gorda, […]