Get answers to your most pressing questions about retirement, lifetime income, and investing your money. Will you have enough money? Could you be paying less income tax? How can you use strategies to target higher returns and/or lower risks? This workshop will give both retirees and pre-retirees an executive overview of the things you can do now to help strengthen your retirement prospects, better manage your savings, and help increase your confidence in your retirement plan.  If overfilled, we will schedule an overflow session Feb 7.

Get some clarity on the complex issues of Social Security and Medicare.  When is the best time to start?  How much can you get?  Are there ways to get more?  How can we save Social Security?  This session will give clients and their friends who attend the information they need to take better control of their finances in retirement. 

Get answers to your most pressing questions about retirement, lifetime income, and investing your money. Will you have enough money? Could you be paying less income tax? How can you use strategies to target higher returns and/or lower risks? This workshop will give both retirees and pre-retirees an executive overview of the things you can do now to help strengthen your retirement prospects, better manage your savings, and increase your confidence in your retirement plan.

What is the secret to a happy and fulfilling retirement?  It is not just money.  Are your goals coordinated with your spouse's?  Are you worried about your health?  Unsure of what the future holds?  This session will focus on your future plans, your family, your health, your dreams, and your ideal retirement.

Is your family protected?  Long term care costs can be one of the most financially devastating surprises of retirement.  Is long term care insurance the best way to protect yourself?  What are the other ways?  This workshop clarifies the issues and helps you explore solutions to protect your retirement and your family.