Florida Residency & Retirement
Bonita Springs Library & Estero Recreation Center
Reservations are required. Seating fills quickly.
Class Information:
How to properly claim Florida Residency
Advantages of Wills and Living Trusts
Ways to disinherit the IRS
Ways to protect yourself in volatile market conditions
Strategies to minimize taxes in retirement
Roth IRA conversion considerations
Social Security tactics and taxation
How to create a stream of income in retirement
And much more!
Bonita Springs Library
Estero Recreation Center
Frequently Asked Questions
Who is presenting?
Dustin Rinaldi, CFP® is a former FGCU adjunct professor, and former Enrolled Agent tax advisor recognized by the Department of Treasury. He has been teaching retirement classes in Florida for over 10 years.
Who is this for?
The information is for Florida residents that are retired or near retirement.
Is there a sales pitch?
No, the class is strictly educational. Presenter may hand out business cards, but attendees have no obligation to engage with the presenter during or after the class.
How long is the presentation?
Most classes are less than an hour, but you will have an opportunity to ask questions at the end.
How will I know my reservation is confirmed?
You will receive a confirmation email or text message within one business day. Please note that this email and phone number are not monitored. As this is a free event, we do not have staff available to respond to calls, texts, or emails. If you have any questions, please refer to this website for event details, location, and FAQs.