Retiring on the Treasure Coast: What Your National Firm Won’t Tell You
Thursday, April 24, 2026 at 12:00 PM ET
45 minutes + live Q&A
✅ Florida-specific tax strategies most advisors miss
✅ Why your retirement withdrawal plan needs a Florida update
✅ Medicare IRMAA traps and how to avoid them
✅ The real cost of using a national firm vs. local fiduciary
✅ Live Q&A with Thomas Davies
Reserve Your Spot
Free — 45 Minutes — Replay Available
✓ 45 minutes
✓ Replay available
⚖️ Fee-Only Fiduciary
🚫 No Commissions
📅 25+ Years
What You’ll Learn
Florida Tax Advantages
Maximize no-state-income-tax benefits for retirement withdrawals, Roth conversions, and estate planning.
Fee Transparency
The true cost of working with large national firms charging 1.75%+ vs. a local fee-only fiduciary.
Medicare & IRMAA
How income planning mistakes in the 2 years before Medicare enrollment can cost you thousands.
Your Presenter
Thomas Davies
Founder, Davies Wealth Management
Fee-only fiduciary serving Florida’s Treasure Coast. 25+ years guiding retirees, executives, and professional athletes. SEC-registered investment adviser.
“I’ll share the exact strategies I use with my own clients — no sales pitch, just actionable advice.”
Who Should Attend
➡️ Pre-retirees (55–70) considering retirement in the next 1–10 years
➡️ Recent Florida relocators who need to update their financial plan
➡️ Anyone paying 1%+ in advisory fees who wants to understand options
➡️ Current retirees who haven’t reviewed their withdrawal strategy
Seats Are Limited — Register Now
Can’t make it live? Register anyway and we’ll send you the replay.
Davies Wealth Management | Stuart, Florida
DaviesWealthManagement@TDWealth.Net
Investment advisory services offered through Davies Wealth Management, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This webinar is for educational purposes only and does not constitute investment advice.
We can help you make the most of what you have!