Florida Estate and Retirement Planning Center

06/11/2025

Market Monday, June 9th 2025

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 6/9/25 Stocks rally on a good job. Th

05/23/2025

Happy Memorial Day!

Email from Florida Estates Memorial Day   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Memorial Day Holiday hours.   We will be closed at 12pm EST

04/14/2025

Market Monday, April 14th, 2025

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 4/14/25 Investors shake off trade sho

04/01/2025

Market Monday

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 3/31/25 Carmakers skid as auto tariff

03/11/2025

Trump Tariffs Fallout.

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 3/10/25 Trump trade war whiplash. Pre

01/07/2025

https://conta.cc/3WchdJE

Email from Florida Estates Weekly Market Update   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center Market Monday 1/6/2025 U.S. stocks see holiday shor

09/30/2024

The St. Petersburg Tarpon Campus is up and running and we have rescheduled our retirement class for this coming Thursday, Oct. 3 at 6 pm in the Fine Arts (FA) building.

If you can make it we look forward to seeing you. If not, please consider forwarding this email to a friend who may benefit from our comprehensive class. As a reminder, we will cover the most important topics regarding your retirement in this all-encompassing two-hour class.

About the class-
A free 2 1/2 hour intensive, hands-on retirement financial planning class in the Tarpon Springs Area

Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.

Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
To RSVP, please click the link below. https://planning.rsvp101.com/

09/19/2024

Retirement Planning 101 Class
A free 2 1/2 hour intensive, hands-on retirement financial planning class in the Tarpon Springs Area.

Retirement Planning 101 Class
A free 2 1/2 hour intensive, hands-on retirement financial planning class in the Tarpon Springs Area.

About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.

Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.

To RSVP, please click the link below.

The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

08/26/2024

https://conta.cc/3AFGsvY

This Monday at 7 PM. Free Live Webinar!   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center The IFW Retirement Score Live Webinar This Monday at 7 PM E

08/12/2024

This is a great short session about taxes I recommend you check this out. Also, here is a great video about the Retirement Score and a link to our next full webinar. It's free and you can sign up for your own retirement score. https://www.ifwretirementroadmap.com/chris-baldino/

🔍 Is Your Retirement Strategy Tax-Efficient? 🔍

Join us for an exclusive live webinar this Monday at 7 PM ET on Strategic Timing: Mastering Withdrawal Tactics for Tax-Efficient Retirement. Get the tools and knowledge you need to optimize your withdrawals and reduce your tax burden in retirement.

🔹 Learn how to craft a personalized withdrawal strategy
🔹 Explore tax-saving techniques and strategies
🔹 Get expert insights on planning for a secure and enjoyable retirement

Don't let taxes eat into your retirement savings—register now and get ready to take charge!


https://www.the-ifw.com/access/retirement-score-webinar/?utm_source=facebook&utm_medium=social&utm_campaign=webinar&utm_content=cr+team

02/16/2024

Expect Higher RMDs in 2024

Expect Higher RMD's in 2024   Share This Email Share This Email Share This Email Florida Estate and Retirement Planning Center   Expect Higher RMD's in 2024 As the new year kicks in, one of the fir