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Events

Although the market is currently enjoying a resurgence, market pundits predict more turbulence ahead.  For those who experienced significant losses during the chaos of the past few years, safety has become a primary goal.  Those who educate themselves will be best prepared to survive financially and even grow their portfolios in spite of the the ups and downs of the marketplace.


Why risk your future well-being? Isn’t it time to learn how to make your money “SAFE”? If you haven’t attended one of our powerful educational events, you need to make your reservation today! Our expert financial advisors will teach you how to:

          Reduce or Eliminate Taxes on your Social Security.

Protect your wealth

Preserve  your Legacy for your Heirs

Create a Steady Income Stream that you can NEVER OUTLIVE.

Restaurant:

Location: 

Dates and Times:

Ruth’s Chris, 23151 Village Shops Way, Suite 101, Estero, FL August 10 and 17, at 4:00 pm, CALL 1-800-925-6203, - Complimentary Dinner follows. CODE# IMRG0810
Rumrunner's
5848 Cape Harbour Drive
Cape Coral, FL
August 17 and 24, at 4:00 p.m.  CALL1-800-925-6203,
Complimentary Dinner follows
CODE# IMJG0817
  Laishley Crab House, 150 Laishley Court, Punta Gorda, FL August 24 or 31 at 3:30 p.m.,
CALL 1-800-925-6203 - Complimentary Dinner
follows. 
CODE #IMAW0824
  Shula's
at the Naples Hilton
5111 Tamiami Trail N.
Naples, FL
August 26 or 31, at 3:30 p.m. 
CALL 1-800-925-6203 - Complimentary Dinner follows
CODE #IMJG0826








 
Hilton Garden Inn - Fort Myers
12600 University Drive
Fort Myers, FL
 




Hilton Garden Inn-Airport/FGCU
16410 Corporate Commerce Way
Fort Myers, FL


 
August 26, at 3:00 p.m.
CALL 1-800-925-6203,
CODE# IMRG0826
$15 per person/$25 per couple

Full amount plus matching amount from Grace Tax will be donated to Harry Chapin Food Bank




August 31, at 3:00 p.m.
CALL 1-800-925-6203
CODE # IMRG0826
$15 per person/$25 per couple

Full amount plus matching amount from Grace Tax will be donated to Harry Chapin Food Bank


 

                  

ONLINE REGISTRATION
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*First Name:

*Last Name:

*Address:

*City, State, Zip:

*Day Phone:

Evening Phone:

Email Address:

Which workshop would you like to attend? (See Above for dates and times)




 



Design and Implement a Financial Plan that, foremost, provides Safety and the Highest most Tax-Favored Income Stream that cannot be Outlived.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser


Grace Tax Advisory Group, LLC | 13450 Parker Commons Blvd., Suite #103 | Fort Myers, FL 33912
Phone: (239) 481-5550 | © Copyright 2009 Grace Tax Advisory Group, LLC