Free Retirement Tax Luncheon · SarasotaLimited to 20 guests per lunch

Nothing is sold at this luncheon. Limited to 20 guests per lunch.

Robert Lucci teaching a retirement lunch class at Cooper's Hawk Winery and Restaurant
Complimentary Luncheon with Robert Lucci

FREE Luncheon: Taxes in Retirement

Enjoy lunch on us at Cooper's Hawk Sarasota and a plain-English class on reducing taxes in retirement, protecting your income and passing on what you've built.

📅 Wed, Nov 11 or Thu, Nov 12 🕦 11:30 AM to 1:30 PM

Nothing is sold. Limited to 20 guests per lunch.

Choose your lunch

Two small lunches, the same class at each. Seating is limited to 20 guests per lunch and reservations are required.

Wednesday, November 11
11:30 AM to 1:30 PM
Cooper's Hawk Winery & Restaurant, Sarasota
Thursday, November 12
11:30 AM to 1:30 PM
Cooper's Hawk Winery & Restaurant, Sarasota

What you'll learn over lunch

Retirement taxes are not only about your tax rate. The order you draw money, when you claim benefits, and how your accounts are set up can change what you keep. In about an hour, in plain English:

Robert Lucci teaching a small lunch class
  • 1Which account to draw from first, and why the order can change your tax bill for years.
  • 2How Social Security, IRA withdrawals and RMDs interact, and how they can push income into a higher bracket.
  • 3Why Florida retirees still face federal taxes on retirement income, even with no state income tax.
  • 4Roth conversions and Medicare premium surcharges: what they are and when people consider them.
  • 5How beneficiaries and account titling affect what your family keeps, so your legacy goes where you intend.

Three things this lunch is built to help you do

Reduce tax surprisesUnderstand how your withdrawals and benefits are taxed before you make the next decision.
Protect your incomeSee where your retirement paycheck comes from and what could disrupt it.
Preserve your legacyMake sure what you've built reaches the people you love the way you intend.
Guests enjoying lunch and conversation

A small lunch, not a big seminar

We keep each lunch to 20 guests so there's time for real conversation and your questions. Enjoy a relaxed lunch at Cooper's Hawk, learn something useful, and head home with a plan for what to review next.

20guests per lunch
60minute class
$0to attend
Your host

Robert Lucci

[Credentials and firm name, as approved by compliance]. [Years in financial services, once verified by the firm].

"Understand first. Change second."

Robert's approach starts with understanding what you already have. You can come, learn and leave with a useful checklist. You will not be asked to move accounts or buy anything at lunch.

What you take home

Every guest receives the Retirement Tax & Legacy Checklist: five questions every retiree should be able to answer, and three good moves to make this month. It is yours to keep, whether or not you ever meet with us again.

If you'd like a closer look at your own situation, you can request an optional Personal Certainty Review after the lunch. It is a private meeting where we look at your income, taxes, protection and legacy decisions together, and you leave with a short written summary of what looks organized and what deserves a closer look. Your spouse and your current advisor are welcome.

Retirement Tax & Legacy Checklist
Could I explain where my retirement paycheck comes from in a market decline?
Do I know which account I should draw from first, and why?
Have I considered healthcare and long-term care costs?
If I couldn't act for six months, would the right person know what to do?
Do my beneficiaries and account titles match what I want?

Reserve your seat

Lunch is reserved for confirmed guests. After you register, we'll call you within one business day to confirm your seats and answer any questions.

Limited to 20 guests per lunch. Up to two seats per household. Bring your spouse or a friend who is retired or close to it.

Cooper's Hawk Winery & Restaurant Fruitville Commons Blvd, Sarasota, FL 34240 Get directions
Which lunch would you like to attend?
How many seats?

Questions

Is this a sales event?

No. Nothing is sold at this lunch. It is an educational class hosted by a financial professional. If you would like a private review afterward, you can request one, and any services would be explained fully at that time.

Do I need to bring anything?

No. Please do not bring statements or personal documents. Just bring your questions.

Can I bring my spouse or a friend?

Yes. You can reserve up to two seats per household.

Will I get personal advice at lunch?

No. Every situation is different, so the class covers general education. Personal questions are best handled in a private review.

Who should attend?

Retirees and people within about ten years of retirement who have not attended one of our events before.

What if I can't make my date?

Call or reply to your confirmation and we will move you to the other lunch if a seat is available.

[Firm name, registration and required disclosures, as approved by compliance]

This event is not sponsored or endorsed by Cooper's Hawk Winery & Restaurant. This is an educational event; no products are sold. Information presented is general in nature and is not individual tax, legal or investment advice. Consult your tax and legal professionals about your situation.

[Privacy policy link]

Free lunch · Nov 11 & 12
20 guests per lunchReserve

You're registered, friend.

We've saved two seats for you at the Retirement Tax Lunch on Wednesday, November 11, 11:30 AM to 1:30 PM.

Cooper's Hawk Winery & Restaurant Fruitville Commons Blvd, Sarasota, FL 34240
Add to Google Calendar Get directions

What happens next

  1. We'll call you within one business day to confirm your seats. Lunch is reserved for confirmed guests, so please pick up for a local number.
  2. You'll get a reminder a few days before and the day before, with parking details.
  3. Arrive at 11:15 AM. Lunch is served at 11:35 and the class begins shortly after. Please don't bring statements or documents.
A question to think about before lunch

If you needed $40,000 next year, which account would you take it from first? Most people have never been shown why the answer matters. We'll walk through it together.

Robert Lucci

"Thank you for registering. I'm looking forward to meeting you over lunch. Bring your questions and your curiosity, and leave the paperwork at home." Robert Lucci

Can't make it? Reply to your confirmation or call [office phone] and we'll offer your seat to someone on the waitlist.