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Invited!
Invited!
Public Workshops, Webinars and Seminars put the power of financial literacy in your hands!
Get in Touch!Learn your options as life's big milestones approach. We explain every step, and we never rush or pressure you. Nor do we try to sell you anything in our training!
If we don't have a workshop on a topic you want to puruse, please let us know and we'll put one together.
S.E.E.R. -- Simplified Employee Educational Resources
What long-term care is and how it works. • Why you should consider long-term care for your retirement plan. • The impact on your family of failing to plan. •The best strategies for paying for long-term care. • Common misconceptions about long-term care.
• How much income do you need in retirement? • Learn options to provide retirement income that never runs out. • Learn the rule of 33. • Learn options to have tax-free, guaranteed income. • Learn how to measure and increase your income stability ratio. • IRMAA, and how it affects your retirement income.
• When is the best time to start collecting Social Security Benefits? • What are the tax implications of taking Social Security? • Can I earn other income while collecting Social Security? • Social Security, hidden benefits and common misconceptions. • Medicare explained and what choices you have.
• How to get the best price for your son's or daughter's college education. • How to pick the right college or university. • Learn when to start your college search. • Tips, tricks and secrets for getting the most bang for your education bucks.
• How to maximize your pension: Lump sum, or annuitized payments? • How to structure your pension to maximize your earnings and take care of your spouse.
• Most important is income protection, but what kind is best in your situation? • The rule of 7702 and how to use Life Insurance to enhance your tax-free retirement income. • Life Insurance as a way to address the nine major areas of financial concern most people will encounter in their lives.