Keep More of Your Retirement Income From Taxes - free event
Topic: Taxes in Retirement
Location: Nova Southeastern University – Miami Campus
Date/Time: Tuesday, June 9, 2026
- 6:00 PM – 7:30 PM
Learn how smart tax decisions can help you save
thousands over your lifetime.
Request Your Seats Today!
Guests must be 40+ years of age. Parties of 3 or more will need to register separately. No children, please.
This includes 401(k)s, IRAs, brokerage accounts, and savings, but not your primary residence.”
No Charge to Attend.
Seating is limited, so sign up today!
What You’ll Learn
You’ll walk away with clear, actionable strategies to make your retirement income last longer, and keep more of it in your pocket.
The “Tax Torpedo” Trap
— How Social Security can unexpectedly increase your tax bill
Medicare Income Pitfalls
— Hidden income traps (and how to avoid IRMAA surcharges)
RMD Ripple Effect
— How Required Minimum Distributions may push you into a higher tax bracket
Strategic Tax Moves
— Smart strategies for Roth conversions and charitable giving in retirement
The Four Stages of Retirement
— How your tax exposure changes at each stage
The One Big Beautiful Bill Act
— Major policy changes are now in effect. We’ll discuss how they could shape your financial future.
Reserve Your Seat Today — It’s Free to Attend!
Limited seating available.
Once capacity is reached, registration will close.
About Your
Presenter
David Fontaine, CFP®
Founder of Fontaine Retirement Group, David has helped hundreds of retirees and pre-retirees in South Florida design smarter income and tax strategies for a confident retirement. His mission: to help families reduce tax surprises and make the most of their life savings.
Disclaimer
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This presentation is strictly educational and not intended as tax or investment advice. Always consult a qualified professional before making financial decisions.
Copyright 2026