seminars
seminars
LEARN MORE ABOUT OUR EVENTSGET YOURSELF ON THE ROAD
TO FINANCIAL RECOVERY
Our seminars are focused on discussing the financial issues that may affect you in this time of global crisis and extreme market volatility. It is important to make adjustments to your financial plan and get a valuable second opinion.
GET YOURSELF ON THE ROAD
TO FINANCIAL RECOVERY
Our seminars are focused on discussing the financial issues that may affect you in this time of global crisis and extreme market volatility. It is important to make adjustments to your financial plan and get a valuable second opinion.
topics covered in our seminars
MARKET VOLATILITY
Due to the current market volatility, what should you do to protect your nest egg?
THE SECURE ACT
How will this legislation impact your retirement savings & legacy planning?
LONG-TERM income
Strategies and planning to create income for life.
social security
How to legally reduce income taxes on your Social Security and maximize your benefits. Improper planning could cost you thousands of dollars.
healthcare costs
How to protect your savings by planning for potential healthcare issues.
your 401(k) and IRA
Are you among those who are making huge tax mistakes on your 401(k) and IRA?
taxes
How to design a plan to put more money in your pocket and less in Uncle Sam’s.