Broker Check

Educational Workshops & Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 28, 2020

11:00a - 12:00p

Online Seminar - Register Today...

Solving the Retirement Puzzle & Maximizing Social Security (click here for more details)

Learn the latest strategies to maximize Social Security, reduce taxes and manage retirement risks after the "COVID-19 Crash". Recent economic turmoil indicates that a fundamental shift in Retirement planning could be necessary. This course is a comprehensive personal finance course for those concerned about what is currently occurring in our financial world, preserving retirement assets, protecting income, and reducing taxes in retirement. This course will explore options that should be addressed that are specifically designed to address your needs. This course is also important for individuals and couples that are in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes, and estate planning. (Click on the event title for more details)

Event Registration