There are currently no planned seminars at this time. Check back for updates!

You'll discover how to:

Identify the 3 most important steps to take NOW before the next bear market hits.

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Maximize your Social Security up to $250,000 by using the start-stop-start strategy.

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PROTECT your 401(k), 403(b), IRA, even if you're still working.

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Create a "Paycheck for Life" income you and your spouse cannot outlive.

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Understanding the impact of bear markets, safeguard yourself from outliving your money.

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Understand how to reduce or eliminate fees in your investment portfolio and put $1000's back in your pocket every year!

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Avoid needless Required Minimum Distributions (RMD's) from your IRA's and 401(k)'s.

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Secure your gains from the last 10-years before the next market correction.

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Most of our clients want to learn ways to increase income, reduce taxes and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an informational program the deals with the facts...the good, the bad and the small print. You will learn how to avoid the most common mistakes to help you make sound financial decisions.

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