Events

Free Online Retirement Course
Baby Boomer Basics

Forget everything you were told about retirement.

Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education.

Join this webinar to learn how to navigate this new landscape and better achieve your retirement goals. If you’re recently retired or nearing retirement, you may find your presenter’s knowledge and experience beneficial. We want you to leave our workshop feeling more prepared and ready than ever for life after work.

You’ll discover information about:

  • New Federal Tax Codes and Standard Deductions
  • Estate Planning
  • Social Security
  • Retirement Income
  • Health Care, Long-Term Care, and Life Insurance
  • Financial Tools

Dates

Wednesday, April 29th
10:00 – 11:00 AM
or
4:30 – 5:30 PM

Thursday, April 30th
2:00 – 3:00 PM
or
6:00 – 7:00 PM

 

Free Online Retirement Course
The Retirement Headwinds

What made sense for your parents may not work today. This class is designed to help guide you through the retirement maze and teach you how to plan smarter in the 21st century.

You will learn:

  • 4 investor headwinds that make it difficult to get ahead in today’s market.
  • How to help guard your portfolio from the next market crash.
  • How to build a customized retirement program with stable income streams.
  • 5 rules from the world’s greatest investors almost everyone can use.

Dates

Coming Soon!

 

Webinar: What the Wealthy Do Differently

The “What the Wealthy Do Differently” webinar was developed to explore the seemingly complex world of retirement. Smart investing is not exclusive to the wealthy — with the proper education and effort, it can be simple and even fun.

Our goal is to help you achieve financial security and peace–of–mind and build the retirement you’ve always dreamed of. The “What the Wealthy Do Differently” webinars are free to attend, as we believe everyone should have access to this information.