About Our Workshops
We hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as life insurance and retirement income planning. We strive to keep you up to date on issues that matter to you, your family and your financial well-being.
We invite you to attend an event to get information that could help you reach your retirement goals.
Explore Our Events
Learn to prepare for retirement by making the most of your assets. This seminar focuses on:
- Market volatility: how to shift into asset-preservation mode
- Social Security optimization strategies
- S. tax code changes: what they may mean for your retirement income
Retire Ready: Stock Market Volatility, Social Security and New U.S. Tax Code Changes
Retirement & Taxes
The 2017 tax reform act was the biggest change in tax law in over 30 years. Discover who won, who lost and a unique opportunity for IRA and 401(k) owners to potentially save thousands in taxes.
This event is designed to help you:
- Better understand the tax law changes
- Avoid costly tax mistakes
- Identify lost deductions
- Learn now to reduce taxes
Confused by the complex and ever-changing retirement strategies? Gain insights to help you plan for your ideal retirement in today’s times. This step-by-step course will help you:
- Define your ideal retirement
- Determine how much money you’ll need
- Invest for your future