We believe knowledge is power! It’s our commitment to our community to offer complimentary educational events to those looking to learn more about successful retirement planning. We also continue to educate our clients throughout their retirement through frequent and fun events.
We regularly host no-cost, no-obligation retirement planning classes and presentations on a variety of retirement planning and investing topics for the community.
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We believe pre-retirees and retirees should have access to the tools and knowledge necessary to make smart decisions for their future. That’s why we provide educational courses in our community to help empower retirees. Below are some of our retirement and educational courses that we offer.
It’s a new season, time to look back at the previous few months, and see what really happened versus what we expected. What events are shaping the remainder of the year, in the markets and in the economy? Market correction or rally? Bond market meltdown or rebound? Where are the risks and opportunities as we look ahead?
For decades many hard-working Americans have relied upon variable and fixed indexed annuities to help protect the retirement assets they have worked so hard to build and gain greater confidence in their retirement strategy. But the simple truth is many of these products can be difficult to understand. Learn what you “must-know” about these complicated products.
It’s not too late to cut your taxes. The most overlooked threat to a successful retirement is taxes. The idea of being in a lower tax bracket in retirement simply isn’t true. Learn strategies to reduce taxes on Social Security benefits and Required Minimum Distributions so you can enjoy your retirement, not fund the government!
Mutual funds are common investments, which on the surface can seem very easy to understand, however, this is simply not true. In fact, what mutual fund owners don’t know can be costing them dearly. Learn the vulnerable areas in your mutual funds and how you can protect your investments.
You’ve worked hard for your money- and you’ve contributed to Social Security over your entire working life. The decisions you make now can have an impact on your lifetime income. Learn how to maximize your Social Security benefits and minimize the taxes you pay on those benefits.
Discover the ins and outs of Required Minimum Distributions; what are they and how are they taxed? Which accounts are subject to RMD’s? How do RMD’s impact taxes on Social Security, pensions and other investments? Learn 10 things you should know about Required Minimum Distributions.
Whether you are considering retirement or have been retired for many years, having a plan is critical for a successful retirement. Retirement is a fundamental lifestyle change; it requires a fundamental change in the way you invest, not just a reduction in risk.
Learn why most plans fail and how to test yours.
Success leaves a trail. Unfortunately, so does failure. Learn 7 of the most common financial mistakes retirees make, and how to avoid them. You (or your advisor) could be making one or more of these mistakes right now and it could be costing you tens of thousands of dollars or more.
What are the key changes between the old and new tax plans? How does the new tax plan impact your retirement? How have markets traditionally reacted to lower tax plans? Learn new strategies retirees can adopt to reduce tax exposure.