Hosted by Hilltop, a series of complimentary events & educational workshops are offered to our community throughout the year.
Hilltop Wealth and Tax Solutions offers a wide variety of events to educate you on options that may be best for your individual circumstances. These events are best suited for potential clients new to Hilltop. There are also client focused outings where invited guests are always welcome!

There are no upcoming events currently scheduled.
Please check back for future events.

A Tax Storm is Coming Are You Prepared?

January 18th & 19th, 2023 at 6:30 PM

Connors Steak and Seafood
10076 Gulf Center Dr.
Fort Myers, FL 33913

This event will cover:

  • How the New Tax Reform Bill could impact your bottom line and retirement nest egg.
  • How you and your family can reduce your taxes through the new laws.
  • How to boost Social Security benefits and find hidden cash in the most misunderstood retirement asset.
  • How to increase your interest earnings while safeguarding your investments from volatile market conditions.
  • How to avoid the most common retirement income plan errors that can cost you thousands of dollars.


Can't Attend an Event or Seminar

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Interested in learning more about your retirement needs?

There is much to consider when planning for retirement. When to begin drawing social security. When and how much should you withdraw from your retirement accounts? Will the SECURE ACT affect your retirement? Is your portfolio invested properly? Are you really taking advantage of the tax strategies that are available to you?

We have designed these seminars to educate you on options that may be best for your individual circumstances. Best suited for potential clients new to Hilltop, current clients are always welcome. We just ask that you bring guests with you — maybe a friend, family member, or coworker — who is interested in what we have to share.

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A Strategic approach to investing can help you maximize your retirement income while minimizing your taxes.

With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.

Schedule a 30 minute call with Hilltop Today!