Two-day Educational Workshops

Don't want to do it all yourself, but still want to know what you are doing?

The two-session educational workshop is designed for people that are retired or within five years of retirement and desire a detailed introduction to the many interrelated factors that must be considered to plan a successful retirement. If you want to achieve the peace of mind that comes with full understanding and prudent planning, this is the course for you. A $49 fee is charged per household to cover the costs of a workbook and other training materials.

• Estate Conservation - Estate distribution techniques. How living trusts work
  
  
• Dispel Myths and Confirm Facts - What’s next for the financial markets & US economy? Educate yourself on strategies to help protect your retirement from another recession or market downturn. Keeping up with healthcare costs. What direction are taxes heading?
  
  
• Having the Right Retirement Plan - How to construct a retirement strategy that will last the rest of your life without using high commission insurance products. When you should consider converting your IRA to a Roth IRA. Understand the new IRA tax laws that just took effect
  
  
• And, much much more!!