upcoming events

If you are retired or planning to retire in the next 5 years, and have an IRA, 401 (k), or other retirement accounts, this is an event you don’t want to miss! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• How you can create retirement income that you and your spouse cannot outlive
• Learn how you may be able to receive up to 100% of your Social Security Benefits, tax-free.
• How Social Security fits into your overall Retirement Plan
• How to maximize this retirement benefit. 

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed: 

• Determine how the NEW TAX LAWS will affect your retirement planning.
• Why government spending and exploding national debt may cause major tax increases in the near future.
• Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
• Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits! 
• Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
• What strategies should you consider if your retirement date is right around the corner?
• Your 401(k) and/or IRA: Are these the best options? What if you leave your job?