FINANCIAL EDUCATIONAL WORKSHOPS
Workshop Offerings With Financial Insights for Today’s Retirees – Choose One To Get Started!
WHY TAKE THESE WORKSHOPS?
Find Out How To Help:
Optimize Social Security Income Benefits
Enjoy Retirement Income You Cannot Outlive
Reduce Taxes in Retirement
Lower Financial Risks Due to Medical Concerns
Preserve Your Estate for Beneficiaries
A example video from one of our workshops
Rethink Retirement | Income Allocation Workshops
Knowledge is key to making informed decisions. You want to be sure that you are equipped with the right tools to make informed decisions in the ever-changing world of retirement. This workshop is designed specifically for those who are either getting ready to retire, or have already transitioned into the early stages of retirement. We will review common pitfalls of retirees and learn more about building a strong retirement strategy.
WHAT WILL WE COVER
To Help Make The Most Of Your Retirement
Protect against longevity risk and outliving your retirement income
Explore Your Social Security income options
Reduce taxes in retirement to keep more
Mitigate rising medical costs in retirement
Protect your legacy by avoiding mistakes