Wed, Apr 21 | Fairfield Inn

GAINESVILLE - Retirement & Financial Planning Educational Workshop

Have you found yourself thinking more and more about your financial future and retirement?

Time & Location

Apr 21, 5:30 PM – 9:30 PM
Fairfield Inn, 3877 SW 37 Blvd, Gainesville, FL 32608, USA

About the Event

We'll discuss:

  • The Secure Tax Act - What It Means to You
  • Organizing for Retirement
  • Budgets that Work
  • Lowering Taxes in Retirement
  • No Tax DROP Transfers
  • FRS Pension options
  • Options available when exiting
  • DROP Paperwork Navigation
  • 403(b) or 457(b) - when should you begin taking withdrawals
  • Social Security and Medicare Updates
  • Health Insurance Subsidy Credit
  • Bencor (educational employees) options!

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*WM Durham Associates is a member of Retirement Benefits Council

A Member of

Retirement Benefits Council
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W.M. Durham Associates LLC

2010 Raymond Diehl Rd., Ste. 102

Tallahassee, FL 32308

Ph:  850-385-3578

Toll Free:  800-396-3420

Fax:   800-372-3220

Email:  info@wmdallc.com

Branch Offices

Orlando 

Tampa

Contact Us

W.M. Durham Associates LLC is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  WM Durham Associates LLC nor any of its employees provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

W.M. Durham Associates LLC is not affiliated with or endorsed by any government agency, including the Centers for Medicare & Medicaid Services and the Florida Retirement System (FRS).

All material should be regarded as general information.​​
 

2021 W.M. Durham Associates LLC