Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend a Seminar

Topics we cover at our seminars include:

  • How to avoid running out of income during retirement
  • How to avoid losing up to 70% of your IRA to federal and state taxes
  • The biggest mistake you can make when doing an IRA rollover at retirement
  • How you can legally eliminate taking Required Minimum Distributions (RMDs) at age 70 1/2
  • The importance of distribution planning to reduce your risk
  • How to maximize your Social Security benefits

UPCOMING SEMINARS:

How to Avoid Costly Financial Mistakes and Survive During Retirement

June 9

6:30 pm

Ruth’s Chris
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 10

6:30 pm

Ruth’s Chris
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 11

6:30 pm

Ruth’s Chris
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 16

6:30 pm

Timbermine
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 17

6:30 pm

Timbermine
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 18

6:30 pm

Timbermine
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 23

6:30 pm

Strap Tank
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 24

6:30 pm

Strap Tank
How to Avoid Costly Financial Mistakes and Survive During Retirement

June 25

6:30 pm

Strap Tank
Social Security Mistakes To Avoid During Market Volatility

July 7

6:30 pm

Oakridge Country Club

UPCOMING EVENTS:

IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
September 29
6:30 pm
Ruby River Steakhouse
IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
September 30
6:30 pm
Tucanos
IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
October 1
6:30 pm
Ruby River Steakhouse
IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
October 6
6:30 pm
Red Lobster
IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
October 7
6:30 pm
Red Lobster
IMPORTANT FACTS TO KNOW ABOUT YOUR IRA AND 401(k)
October 8
6:30 pm
Red Lobster

Rather meet One-on-One?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.990.5055.