ATTEND ONE OF our

virtual workshops

ATTEND A FREE virtual workshop

For the safety and health of our clients, we will be offering online virtual workshops to keep you educated and informed during this time of uncertainty. Please join us for a virtual workshop topics including Social Security, Secure Act, and COVID-19 and how it will affect your financial situation. You can also schedule a one-on-one consultation with a member of our team.

OUR VIRTUAL WORKSHOPS

Click the register button for more information on dates and times.

secure act, cares act, and 5 risks in retirement

Join us for a Virtual Workshop on What You Should Know About The SECURE and CARES Act.
Find out how newly passed provisions will impact your retirement dollars and allow for increased access to tax-advantaged accounts. This is the BIGGEST retirement legislation in a decade and can help prevent older Americans from outliving their assets. Secure your spot! 

CLICK THE BUTTON BELOW TO SEE AVAILABLE DATES & TIMES TO register

social security webinar

Join us for a Virtual Workshop on Social Security and Find out How You can Save Thousands in Taxes!
Learn ways to optimize your Social Security Income from the safety and comfort of your home. We’ll talk about: 

  • Creative strategy and timing methods to get the most of your benefits
  • Learn how Social Security income works even if you continue working after claiming
  • Find out how much you give up if you choose to take benefits early
  • How waiting to claim your benefits may or may not be your best move
  • Identify additional spousal benefit opportunities (even if you’ve been divorced)

CLICK THE BUTTON BELOW TO SEE AVAILABLE DATES & TIMES TO register

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