Mon, Apr 19 | Holiday Inn

LAKE CITY - Retirement & Financial Planning Educational Workshop

Time & Location

Apr 19, 5:30 PM – 6:20 PM
Holiday Inn, 213 SW Commerce Dr, Lake City, FL 32025, USA

About the Event

We'll discuss:

  • The Secure Tax Act - What It Means to You
  • New Administration Agenda Effects on Retirement/Wealth Accumulation
  • Florida Retirement System DROP Alternatives
  • New Health Insurance Cost Relief Before Medicare
  • Avoiding the Deferred Compensation Financial Trap
  • The "Gotcha" of Group Life Insurance

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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

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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).

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All material should be regarded as general information.​​
 

2021 W.M. Durham Associates LLC