Exclusive Educational Event


Join us for this in-person educational event at the DoubleTree in Westlake! 
This event is designed for those with at least $500,000 in investable assets. Topics discussed will cater to individuals, families and/or business owners looking to improve their tax strategy

Discover Tax-Savvy Retirement Strategies and Help Protect Your Money!

  • The Tax Cuts and Jobs Act and your retirement

  • Ways to help protect your assets from being depleted by long-term care and health care costs

  • How the right tax choices today can help protect your legacy

  • The new tax code offers you an opportunity to save significantly for a limited period of time

  • Strategies to help create TAX-FREE income in retirement from your current qualified retirement plan or using non-qualified money

    Please no attendees under the age of 50. No Agents/Brokers/ Advisors Permitted. Attendance is at the discretion of the presenter. The views and opinions expressed in the body of this piece are the property of W.A. Smith Financial Group and/or its affiliates and Andrew Toccaceli. It is not to be distributed without express written consent. In regards
    to your own financial situation, it is recommended that you consult with a financial professional before acting on specific action given. For legal or tax advice, you should contact your qualified attorney or CPA. Andrew Toccaceli is an investment advisor representative of Great Lakes Retirement, Inc., an SEC- registered investment advisor. Insurance services offered through W. A. Smith Financial, LLC. Investment advisory services offered through Great Lakes Retirement, Inc.


  • Andrew Toccaceli, MRFC

    Vice President, W.A. Smith Financial Group

  • Marty Ruby, FSA

    CEO, Stonewood Financial

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