Events

The Do’s & Don’ts of Early Retirement

In today’s corporate environment, where cost cutting, restructuring, and downsizing are the norm many employers are offering their employee’s early retirement packages.

Things You Will Learn:

  • • Determining if you have enough assets to retire
  • • How to logically approach your retirement spending plan
  • • Ways to reduce risk within your retirement portfolio
  • • Analyzing your pension options
  • • Tax-efficient withdrawals from your portfolio
  • • 401(k) options

One Sarasota Tower 12th Floor – Call for dates and to R.S.V.P.

 

December 2015 Toys for Tots 
Open House Drive

Toys for Tots 2015
Thank you to our clients and business partners.


Dogs of The Dow

A 10 Stock Dividend Strategy that dates back to 1896 when the Dow Jones was founded.

We Will Discuss:

  • The 5 Puppies of the Dow
  • Power of Dividend Income
  • Tax Benefits of Low Turnover
  • How to find Rising Dividend Stocks
  • Principals of Buffet, Ben Graham, and David Dodd
  • Benefits of Stocks vs. Bonds

One Sarasota Tower 12th Floor – Call for dates and to R.S.V.P.


Evan Guido Group Educational Workshops

Contact us for a complete list of events and educational workshops, by phone at 941-906-2829 or email at eguido@rwbaird.com.

Educational Workshop Educational Workshop

Cheap Oil, Presidential Election, and your Retirement Journey
2016 Stock Market & Economic Outlook – Conference Call

January 19, 2016 - 11:00 a.m.

  • What is working in the market.
  • We hear you … let’s discuss volatility
  • What to expect this year
  • 5 Tips for healthy retirement plan

Social Security Planning for Savvy Baby Boomers
University of South Florida Sarasota – Manatee
350 North Tamiami Trail - C306
Sarasota, Florida

  • How to find your benefit amount
  • How your benefits are taxed
  • The outlook on Social Security Program
  • Working and taking benefits
  • What to do if you’re widowed or divorced
  • When are you eligible for Social Security
  • Key strategies for maximizing benefits

Social Security Planning for Women
Venetian River Club
105 Pesaro Dr
North Venice, FL

  • How to maximize your benefits when married
  • How to coordinate your own benefits with those of your ex-spouse
  • Widow Benefits
  • What you must consider before remarrying
  • Working and social security

Savvy IRA Planning
University of South Florida Sarasota – Manatee
8350 North Tamiami Trail - C306
Sarasota, Florida

  • Ways to Contribute
  • Conversions
  • When do I take Distributions 72T, Inheritance, RMD
  • Retirement Plan Beneficiaries
  • IRA Rollovers Options
  • Lump Sum distributions from Company & Government Plans
  • Ways your IRA is taxed
  • Key Strategies for Maximizing your IRA