Upcoming Classes

New Reality in Our Retirement

Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what’s ahead so you can retire successfully.

You will learn:

• The seven major threats to your retirement.
• How to arrange your accounts to maximize your retirement cash flow and how to create more reliable income.
• How and when to use a Roth conversion.
• Social Security strategies to help maximize your income (it’s more than just timing).
• How to help protect your retirement from market losses.
• The importance of proper estate planning and how to lessen the burden on your family.