No Cost Retirement Class @ Jacksonville University - Davis College of Business

Taxes and Retirement Class

Where:

Jacksonville University - Davis College of Business

Room #128

2800 University Oaks Dr.

Jacksonville, FL 32211

When:

Tuesday, March 25th

6:30 p.m.

Thursday, March 27th

6:30 p.m.

This event is presented by Filipe De Barros Gusmao, an Investment Advisor Representative for Gold Tree Financial. This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.

National Retirement Foundation Classes are designed for...

Individuals who are recently retired or retiring in the next 15 years
Those with Majority of retirement savings are in tax deferred accounts, and are worried about future taxes in retirement
Those with a Retirement plan that consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
Understanding the difference between fiduciary and non-fiduciary advice
Learning how to Optimize Social Security around assets and pension
How to create a bucket plan strategy with investments
Why ROTH conversions and TCJA could impact retirement

Frequently Asked Questions

Q: How long is the class?

A: Most classes last about an hour. They are packed with essential strategies to help plan for a tax-efficient retirement, while keeping it concise and valuable.

Q: Is there a cost to attend?

A: No, this class is completely free! There’s no cost or obligation to attend – just a unique opportunity to learn more about managing taxes in retirement.

Q: Will I be sold anything?

A: No, this class is purely educational. There will be no sales pitch or obligation to purchase anything.

Q: Will I have a chance to ask questions?

A: Yes! There will be time for questions during and after the presentation.

Q: Is it a big class?

A: No, our classes are kept to a smaller format. This allows for a more personal experience and plenty of time for questions.

Q: What happens after I register?

A: After you register, you’ll receive a confirmation email with all the details of the class. We’ll also send reminders closer to the class date, as well as have someone from the team call to answer any additional questions so you don’t miss out!

National Retirement Foundation instructors are licensed and trained financial professionals.

National Retirement Foundation does not promote or endorse any specific product or company, and no selling is allowed.

National Retirement Foundation is an education course for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.