OUR EVENTS
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!

Educational Events

Dates: June 4th or 5th

Location: Coopers Hawk 13671 Olympic Ct, Fort Myers, Florida 33912

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Client Exclusive Events

There are not currently any upcoming events – feel free to sign up for the notification of upcoming events below!

There are not currently any upcoming events – feel free to sign up for the notification of upcoming events below!

Don't See An Event Near You?

What You’ll Learn:

  • 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.

 

Featured Speaker: Erik Brenner, CFP®, NSSA®
Founder – Hilltop Wealth Solutions

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

Can't Attend an Event or Seminar

but want to know about future gatherings?

NEW TO HILLTOP?

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.

Start the conversation

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!

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.