9 OUT OF 10
Almost nine out of ten Americans (88%) say working with a financial advisor would help them reach their financial goals including planning for a comfortable retirement.*
Learn the best way to handle these and
other critical concerns for your goals:
Our course has been refined over 25 years of teaching to give you an efficient way to create a complete retirement plan.
We want to make sure you understand the choices you have ahead of you so you can make the best decisions for you and your loved ones.
How would you prefer to connect?
Would you prefer a 1 on 1 session or an interactive retirement class?
1 on 1 Workshop with a Retirement Specialist:
- Share what you want to accomplish in retirement
- Understand the pros and cons of key decisions to make
- Create an action plan to fit your needs, values and goals:
From a specific concern like reducing future taxes to developing a complete written retirement plan
Join a Retirement 101 Class
- Attend this detailed class, like the "Cliffs Notes" to planning
- Includes: pensions, social security, long term care, tax planning and more
- Review the regulations, options and pros/cons of key retirement decisions
Retirement 101 Sneak Peek - What You can Expect:
Losses hurt you more than gains help you.™
Make sure you know what you need to know.
Individual and group sessions will cover:
- Lowering Taxes
- Maximizing Social Security
- Optimizing 401k/IRA
- Pensions
- Non-reversable Choices
