We continue to be here for you during these challenging times. Whether it be via phone or teleconferencing, you can click here for your meeting. We welcome the opportunity to serve you.

Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701

Seminars

The Rising Tax Risks in Retirement
Featuring Stonewood Financial Group

Maggi Tax Advisory & Financial Group is pleased to welcome Becky Swansburg and Marty Ruby, authors of The No-Compromise Retirement Plan and the architects of the Stonewood Reports to discuss Index Universal Life Insurance, 2022 taxes and steps to consider taking to reduce your tax liability to and through retirement.

Some of the topics that we will discuss:
• Changes and Strategies YOU can implement in 2022 and beyond
• How to leave more money to beneficiaries
• What happens to taxes when a spouse passes away
• How a new administration may impact your taxes
• Tax law changes that are slated for 2025
• America’s $30+ Trillion of National Debt and what that means for future taxes
• How to take advantage of current low taxes

​​​​​​​Times are very limited — Be sure you reserve your spot today.

Register Now!

Locations

Palm Harbor

4114 Woodlands Pkwy,
Ste. 303B
Palm Harbor, FL 34685

(727) 799-1701

Tampa

212 Crystal Grove Blvd
Lutz, FL 33548

(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713

(727) 799-1701

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