Live Events You’re invited to join us at our next live event!
( NO LIVE EVENTS AT THIS TIME )
Webinars Access our informative webinars at your convenience! Here are the key topics we focus on:
Social Security Blueprint
- Understanding why Social Security is the first step to creating an income plan
- Make a plan for retirement income AFTER you’ve determined your ideal claiming strategy
- Learn the creative timing strategies that could help married couples
- Learn what you MUST KNOW about Social Security before making a claiming decision
- Learn strategies that could substantially reduce the taxes you’ll owe in retirement
- Learn the dangers of following “general” Social Security advice
- Learn the opportunities available to you if you’re divorced or are a surviving spouse
- And more!
Women’s Retirement Roadmap
- Learn why income planning for women may be even more important than it is for men
- Find out the common Social Security mistakes to avoid (and 4 things you should know before claiming benefits)
- Identify major issues the death of a spouse can cause if you are not prepared
- ​​​​​​​Discover how you could increase your Social Security benefit by up to 132% (without working part-time)
Smart Retirement Tax: Protect Your IRA and 401K NOW!
- Discover specific taxes you can potentially reduce or possibly eliminate with a tax-efficient strategy
- Educate yourself on tax volatility planning and how to minimize it
- Learn how the SECURE Act may have made your plans less secure
What You Need To Know BEFORE You or Your Loved Ones Pass Away – An Honest Talk For Parents and Adult Children
When you or someone you love passes away, someone has to settle the financial affairs, but do you know what can happen to you, your spouse or adult children financially? This honest talk is designed to arm you with the information you need during one of the hardest times, before you need it so you can plan properly. Please share this webinar with your loved ones so that they too can prepare for what is needed.