JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

WAYS TO WORK TOWARD PROTECTING YOUR LIFE SAVINGS FROM TODAY’S MARKET VOLATILITY, TAXES, INFLATION AND LOOMING RECESSION

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Click an event date below to register!

Mon Sep 23
Cooper's Hawk Winery and Restaurant - Waitlist Only
6:00pm Eastern - 13671 Olympic Court Fort Myers, FL 33912
This Event Is Full This Event Has Already Taken Place
Tue Sep 24
Cooper's Hawk Winery and Restaurant - Waitlist Only
6:00pm Eastern - 13671 Olympic Court Fort Myers, FL 33912
This Event Is Full This Event Has Already Taken Place
Mon Sep 30
Cooper's Hawk Winery and Restaurant - Waitlist Only
6:00pm Eastern - 13671 Olympic Court Fort Myers, FL 33912
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Tax Alert – The potential impact of the Tax Cuts and Jobs Act expiring in a few years, are you taking advantage of the current environment?
  • State of the Economy – Is your portfolio positioned properly for a potentially large market downturn?
  • Wills, Trusts, and Probate – Are your legal documents in order? … the facts and changes that may drastically affect your family and life savings
  • Sound Financial Strategies – How to manage money in a way that works toward protecting your future
  • Legacy Estate Planning – Help avoid making critical mistakes with your assets that may cost you and your family thousands of dollars
  • Transferring Your Money – Strategies that seek to reduce taxes, help avoid issues for your beneficiaries, and help pass things to your family quickly and privately
  • Seeking Higher Retirement Income – Alternative investments with tax-advantaged and tax-efficient distributions that aim to preserve your ideal lifestyle in retirement
  • Tax-efficient Money For Life – Ways To create your own income plan, in an effort to make your money work hard for you
  • Caution: Estate Plans and documents, if not updated, may NOT actually protect your assets and may NOT work as you intended
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Featured Speaker

Erik Brenner, CFP®, NSSA®, Founder

Hilltop Wealth & Tax Solutions is dedicated to empowering people to make the right choices for themselves for a secure retirement. Founder Erik Brenner CFP®, NSSA® has built Hilltop for 30 years on a foundation of trust forged through personal relationships.

Hilltop’s registered investment advisors have a fiduciary obligation — and legal mandate — to act in every client’s best interest. Therefore, Hilltop does not accept commissions or share revenue with the investment managers it recommends. This fee-only compensation model gives clients the peace of mind that our single objective is to help them achieve their goals.

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