A clear, jargon-free evening on protecting your savings from unnecessary taxes — and making your money last through a 30-year retirement.
Ninety minutes of plain-English education — no sales pitch, no product talk from the podium.
How to spot the hidden tax drag on your IRA and 401(k) — and the order you should draw accounts down.
Turning a nest egg into a paycheck that survives inflation and a long retirement.
How much market exposure is reasonable in your 60s and 70s — and how to right-size it.
Passing assets to family efficiently and avoiding the most common estate mistakes.
Harbor Point is a fee-based retirement planning practice serving Southwest Florida families. The workshop is led by a CERTIFIED FINANCIAL PLANNER™ professional with 20+ years guiding pre-retirees and retirees through the decisions that matter most.
This is an educational session. You’ll leave with a written workbook and the option — never the obligation — of a complimentary one-on-one review.
Arrive a few minutes early. Dinner is served as we begin.
Seating, introductions, and a complimentary dinner.
Taxes, income, risk, and legacy — walked through with real examples.
Ask anything. No question is too basic.
Reserve a private review if — and only if — it’s useful to you.
Two complimentary seats per household. We’ll confirm by email and send a reminder the day before.
By reserving you agree to receive event communications from Harbor Point Retirement. Educational event; no products are sold at the workshop. Not affiliated with any government agency.
A confirmation is on its way to your inbox. We look forward to seeing you July 16th in Naples.