Workshops

Please join us for a limited event:

IS YOUR RETIREMENT ALIGNED WITH THE OUTCOME OF THE ELECTION?

AT THIS STAGE OF YOUR LIFE IF YOU HAPPENED TO LOSE 40% OF YOUR RETIREMENT ASSETS, WOULD IT HAVE A NEGATIVE IMPACT ON YOUR RETIREMENT?

THE MARKETS – Will your retirement income come up short if the markets drop sometime during your retirement?

TAXES – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?

RETIREMENT SAVINGS – How to make sure you don’t run out of money!

SOCIAL SECURITY – How can you maximize your benefits and protect your spouse?

LONGEVITY RISKS – At what age will you likely need assisted care, and how much will it likely cost?

IRAs – Could your IRA represent a HUGE financial mistake for you and your family?

RETIREMENT INCOME – How to protect your income when the next market crash occurs.

LESSONS FROM THE COVID-19 MARKET DROP – Is now the time to lock-in your gains after recovering from the market’s 30%+ market drop?

*We are following all state and local Social Distancing guidelines – including hosting multiple nights to accommodate small groups.

Reservations are required. Seating is limited and fills quickly.

These events are designed for individuals approaching or already in retirement, ages 55 and above. Our policy is to give preferential seating to qualified first-time attendees.

Please join us for a limited event:

IS YOUR RETIREMENT ALIGNED WITH THE OUTCOME OF THE ELECTION?

AT THIS STAGE OF YOUR LIFE IF YOU HAPPENED TO LOSE 40% OF YOUR RETIREMENT ASSETS, WOULD IT HAVE A NEGATIVE IMPACT ON YOUR RETIREMENT?

THE MARKETS – Will your retirement income come up short if the markets drop sometime during your retirement?

TAXES – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?

RETIREMENT SAVINGS – How to make sure you don’t run out of money!

SOCIAL SECURITY – How can you maximize your benefits and protect your spouse?

LONGEVITY RISKS – At what age will you likely need assisted care, and how much will it likely cost?

IRAs – Could your IRA represent a HUGE financial mistake for you and your family?

RETIREMENT INCOME – How to protect your income when the next market crash occurs.

LESSONS FROM THE COVID-19 MARKET DROP – Is now the time to lock-in your gains after recovering from the market’s 30%+ market drop?

*We are following all state and local Social Distancing guidelines – including hosting multiple nights to accommodate small groups.

Reservations are required. Seating is limited and fills quickly.

These events are designed for individuals approaching or already in retirement, ages 55 and above. Our policy is to give preferential seating to qualified first-time attendees.