JOIN US FOR A COMPLIMENTARY PRESENTATION

PROTECTING YOURSELF FROM A POTENTIAL TAX STORM

Taxes, Estate Planning, Social Security and the US Stock Markets Are in Store for Some Changes - Are You Ready?

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Click an event date below to register!

Tue Jan 28
Limoncello Ristorante
6:00pm Eastern - 2000 PGA Boulevard Ste 3110 Palm beach Gardens, FL 33408
This Event Is Full This Event Has Already Taken Place
Thu Jan 30
Limoncello Ristorante
6:00pm Eastern - 2000 PGA Boulevard Ste 3110 Palm beach Gardens, FL 33408
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • Critical Tax, Estate Planning and Investment questions/issues affecting your ability to retire in the lifestyle you deserve.
  • How investment risk and market volatility can crush a Retirement Plan.
  • Preserving your Estate and Protecting your assets.
  • Determining your tax liability based on income thresholds and filing status for Social Security.
  • Preserving Your Retirement Savings from the IRS.
Select a Date and Register

Featured Speaker

Scott Mallernee

Scott Mallernee is a nationally recognized Educator, Author, Speaker and Wealth Advisor who you may have seen on and in NBC, ABC, CBS and Fox network affiliates and Fortune, Money, Bloomberg Business, Market Watch, Wall Street Select, Wall Street Journal and others. Scott is the Co-Author of the critically acclaimed books Smiling Through Retirement, Play Checks and Play Checks and Don’t Worry! Retire Happy! which was also a nationally televised PBS special. Scott has been a life-long baseball lover and has served as a professional scout for the Atlanta Braves and coached such notable Major League Baseball players as World Series MVP Freddie Freeman, Gerrit Cole, Mike Moustakas and Nolan Arenado. At APO Financial, Scott and the APO team show executives, professionals, business owners and women on their own to safely grow, protect and spend their hard-earned savings, so that their clients can enjoy their future with the people and things they love and live life on their terms.

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