Attend an Event
Take a big step towards understanding your Retirement and achieving your financial goals. Attending a workshop gives you real pieces of Retirement Wisdom that you can implement right away to make your Retirement even better! Imagine finally getting the answers to questions you have always wondered about, with no hassle or sales pressure. Workshops are designed for you to ask any questions you have, as well as pick up wisdom about retirement that you didn’t even know you didn’t know!
You're invited to an
Upcoming Workshops
Our workshops focus on ALL aspects of retirement, from estate planning, to investments, to advanced tax planning. You will get an in-depth look at topics that are not normally discussed, but have a HUGE impact on your retirement, your lifestyle, and your goals. You will also learn the importance of not just having enough money to enjoy your retirement, but KEEPING your money, and setting very intentional goals about what you want your wealth to do for you. You will also learn about Medicare surcharges, Roth conversions, and many other unexpected surprises in Retirement. All workshops are no cost, no catch, and most of all, no pressure. You owe it to yourself to make sure your retirement is EXACTLY the way you want it and protect it from issues that you weren’t even aware of. You will leave the workshop finally feeling that some of your biggest questions were answered. See you soon!