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SURVIVING 

retired couple smiling at dinner_edited.

Coming Soon.....

RETIREMENT WORKSHOP

A night out for retirees or those planning to retire soon

You'll Discover How to:

  • Understanding the impact of Bear Markets, safeguard yourself from outliving your money.

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  • Protect the current value of your 401k, 403b or IRA from losses even if you’re still working.

 

  • Supplement your Social Security with a Paycheck for Life and live a comfortable retirement.

 

  • Identify, reduce and even eliminate investment fees and put $1000's back in your pocket!

 

  • Specific Strategies to Maximize your Social Security Benefits.

 

  • Learn about the Great Retirement Deception and what financial advisors won’t tell you.

 

  • Safely Build Your Wealth...Beyond Wall Street

Over the past 25 years I've had the privelage of helping over 1000 retirees think through their retirement. I assist my clients with their transition into retirement by designing a secure retirement plan. I'll match them with strategies that help maximize their income so that they can enoy the greatest years of their life. Come join me at the next workshop where I'll unveil the most recent strategies designed to assist you in safeguarding your wealth, increasing your income and mitigating risk and tax obligations in retirement. 

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Coming Soon....

Adult , first-time attendees only.

If married, spouses are encouraged to attend.

Please ... no children, agents or brokers.

For ages 55+.

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