Are you following the news?

The Secure Act 2.0 as well as potential new taxes are on the horizon. Looking to learn about ways to have a tax-free retirement, leave a legacy or how long term care may affect your strategy?

Then Join us for a Special Event & Complimentary Dinner:

"AVOIDING THE 2026 TAX INCREASE"

WAIT LIST ONLY

Monday, Jan. 24th at 6pm
WAIT LIST ONLY

Seasons 52 • 8930 Tamiami Trail N, • Naples

The past 2 years have been tumultuous

  • 1 in 5 of all businesses closed, including 110,000 eating and drinking establishments
  • 20.6 million people lost their jobs only to have the unemployment rate recover but with the opposite effect: now there are not enough workers
  • Inflation is at its highest point in 31 years
  • Many believe “the other 99.5%” are looking at tax increases
  • Capital gains taxes are on the table to be increased

The Good News: YOU HAVE SAFE MONEY OPTIONS

Join us and learn about :

  • How to keep some of your money in a 0% tax bracket, regardless of how high taxes go up in the future
  • Reinvest your RMDs and never pay taxes on that money again
  • Pass more money to your family without income tax
  • Grow your money in years the market goes up, without income tax

This is a live, Exclusive Event and complimentary dinner.
Bring your questions and your appetite. Hope to see you there.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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