FORT MYERS, Fla. (Feb. 17, 2017) – Financial advisors Danielle and Graham Lucht of Alliance Financial Group will present five, one-hour presentations on Florida domicile and maximizing social security benefits in March.
The sessions are free and open to public.
On March 7 and 21 at 10 a.m. and 2 p.m., the couple will host an estate planning and domicile workshop for new full-time and part-time residents to learn how Florida laws differ from other states, about declaring Florida residency and how to use the power of Florida laws to their advantage.
On March 9 and 23 at 10 a.m., 2 p.m. and 6 p.m., the Luchts will educate attendees on strategies to help reduce the taxes in their IRA and defer up to 25 percent of their IRA’s required minimum distribution (RMD) and the best techniques to maximize Social Security. This seminar is best for anyone who hasn’t started taking his or her RMD or social security benefits and will show the potential pitfalls and costs of taking Social Security too early.
“In today’s economy, people are scared and confused about what to do for retirement,” said Danielle Lucht. “Attendees have told us that these sessions have brought clarity to some of their biggest life decisions. All attendees will walk away armed with more information and resources to help them do just that.”
All sessions will be held at Alliance Financial Group located at 14021 Metropolis Avenue in Fort Myers. Space is limited, and reservations must be made by calling Graham Lucht at 239-244-1512 or emailing graham_lucht@afgfl.com.
Graham Lucht a Registered Representative of Park Avenue Securities LLC (PAS). Danielle Lucht a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.
