Personal Finance Seminars
Are you between the ages of 50 and 70 and feeling concerned about market downturns, or worried about keeping up with healthcare costs and how you will be able to afford it? Are you nervous about the impact taxes have on your retirement? Do you feel disorganized with your investments, taxes and living trust?
Would you like to achieve financial confidence, control and have the peace of mind knowing your investments, taxes and living trust are completely coordinated together and updated on a continuous basis?
If you’ve answered yes to any of these questions, our financial education workshops are what you’ve been looking for.
Click on any of the event dates below to register now!
Upcoming Evening Workshops:
Come as our guest to our personal financial planning and education workshop at the Morgan Run Club & Resort:
Recent Evening Workshops:
Topics Discussed at All Workshops
Come learn from topics such as:
- 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!!
