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Attend the Changing World of Retirement Planning™ Seminar

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.

You will discover how to:

  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Protect your portfolio against stock market loss during retirement
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic pitfalls of retirement distribution planning

Join us at an upcoming Seminar from 6:30-9:30 p.m.:

September 28 & October 5 | October 3 & 10

October 12 & 19 | October 17 & 24

Looking for more information on our upcoming seminars?

Visit our detailed course content page.

Sign up to be contacted about registering for one of our workshops, or sign up today HERE.