Treasure Coast
Educational Institute
We host our educational workshops through our partner company, Treasure Coast Educational Institute. The team at Macro Money Concepts lead each of these workshops.
Educating You is Our Priority
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SEMINAR DATES CALENDAR
Current Month
january
Strategies to Help Reduce Income and Estate Tax
-
Treasure Coast Educational Institute
- 2684 SE Willoughby Blvd.
Time
(Tuesday) 6:30 pm
Location
2684 SE Willoughby Blvd.
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income. Learn about ways to maximize your benefits and
more
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income.
Learn about ways to maximize your benefits and optimize your retirement. Did you know that if you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred accounts? Taxes on RMDs can be a major financial burden unless you know how to protect yourself. This event will provide you with valuable insight regarding your planning, as well as simple strategies that could save you thousands of dollars. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
Strategies to Help Reduce Income and Estate Tax
-
Treasure Coast Educational Institute
- 2684 SE Willoughby Blvd.
Time
(Thursday) 6:30 pm
Location
2684 SE Willoughby Blvd.
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income. Learn about ways to maximize your benefits and
more
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income.
Learn about ways to maximize your benefits and optimize your retirement. Did you know that if you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred accounts? Taxes on RMDs can be a major financial burden unless you know how to protect yourself. This event will provide you with valuable insight regarding your planning, as well as simple strategies that could save you thousands of dollars. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
february
22feb6:30 pmSavvy Social Security6:30 pm Manero's Restaurant
Time
(Tuesday) 6:30 pm
Location
Manero's Restaurant
2851 SW High Meadow Ave, Palm City, FL 34990
Event Details
If you are retired or planning to retire in the next 5 years, and have an IRA, 401 (k), or other retirement accounts, this is an event you
more
Event Details
If you are retired or planning to retire in the next 5 years, and have an IRA, 401 (k), or other retirement accounts, this is an event you don’t want to miss! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- How you can create retirement income that you and your spouse cannot outlive
- Learn how you may be able to receive up to 100% of your Social Security Benefits, tax-free.
- How Social Security fits into your overall Retirement Plan
- How to maximize this retirement benefit.
23feb6:30 pmSavvy Social Security6:30 pm Manero's Restaurant
Time
(Wednesday) 6:30 pm
Location
Manero's Restaurant
2851 SW High Meadow Ave, Palm City, FL 34990
Event Details
If you are retired or planning to retire in the next 5 years, and have an IRA, 401 (k), or other retirement accounts, this is an event you
more
Event Details
If you are retired or planning to retire in the next 5 years, and have an IRA, 401 (k), or other retirement accounts, this is an event you don’t want to miss! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- How you can create retirement income that you and your spouse cannot outlive
- Learn how you may be able to receive up to 100% of your Social Security Benefits, tax-free.
- How Social Security fits into your overall Retirement Plan
- How to maximize this retirement benefit.
march
Strategies to Help Reduce Income and Estate Tax
-
LouRonzo's Italian Fusion
- 301 S Colorado Ave, Stuart, FL 34994
22mar6:30 pmStrategies to Help Reduce Income and Estate Tax6:30 pm LouRonzo's Italian Fusion
LouRonzo's Italian Fusion301 S Colorado Ave, Stuart, FL 34994
Time
(Tuesday) 6:30 pm
Location
301 S Colorado Ave, Stuart, FL 34994
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income. Learn about ways to maximize your benefits and
more
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income.
Learn about ways to maximize your benefits and optimize your retirement. Did you know that if you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred accounts? Taxes on RMDs can be a major financial burden unless you know how to protect yourself. This event will provide you with valuable insight regarding your planning, as well as simple strategies that could save you thousands of dollars. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
Strategies to Help Reduce Income and Estate Tax
-
LouRonzo's Italian Fusion
- 301 S Colorado Ave, Stuart, FL 34994
24mar6:30 pmStrategies to Help Reduce Income and Estate Tax6:30 pm LouRonzo's Italian Fusion
LouRonzo's Italian Fusion301 S Colorado Ave, Stuart, FL 34994
Time
(Thursday) 6:30 pm
Location
301 S Colorado Ave, Stuart, FL 34994
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income. Learn about ways to maximize your benefits and
more
Event Details
Learn strategies to help reduce income and estate tax on your IRA, 401(k) and pension to help boost your retirement income.
Learn about ways to maximize your benefits and optimize your retirement. Did you know that if you are at or near retirement age, you will soon have to pay taxes on your IRAs and other tax-deferred accounts? Taxes on RMDs can be a major financial burden unless you know how to protect yourself. This event will provide you with valuable insight regarding your planning, as well as simple strategies that could save you thousands of dollars. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
april
05apr6:30 pmTaxes in Retirement6:30 pm Manero's Restaurant
Manero's Restaurant2851 SW High Meadow Ave, Palm City, FL 34990
Time
(Tuesday) 6:30 pm
Location
2851 SW High Meadow Ave, Palm City, FL 34990
Event Details
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to
more
Event Details
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Determine how the NEW TAX LAWS will affect your retirement planning.
- Why government spending and exploding national debt may cause major tax increases in the near future.
- Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
- Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits!
- Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
- What strategies should you consider if your retirement date is right around the corner?
- Your 401(k) and/or IRA: Are these the best options? What if you leave your job?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
06apr6:30 pmTaxes in Retirement6:30 pm Manero's Restaurant
Manero's Restaurant2851 SW High Meadow Ave, Palm City, FL 34990
Time
(Wednesday) 6:30 pm
Location
2851 SW High Meadow Ave, Palm City, FL 34990
Event Details
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to
more
Event Details
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Determine how the NEW TAX LAWS will affect your retirement planning.
- Why government spending and exploding national debt may cause major tax increases in the near future.
- Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
- Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits!
- Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
- What strategies should you consider if your retirement date is right around the corner?
- Your 401(k) and/or IRA: Are these the best options? What if you leave your job?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
