Upcoming Educational Workshops:
We are not currently hosting any educational workshops.
Please visit our Events Page to explore upcoming events and other opportunities to connect with our team.
One of the most important decisions you will make before you retire is when and how to start your plan. The difference between the best and worst possible decision of when to start planning is specific to each person. Learn important rules that affect the amount of retirement benefits you collect. Determine the best strategies for investing your assets in order to fund comfortable and sustainable retirement Social Security with your other assets to fund your desired quality of life.
Should You Attend? Attendees that may find this class helpful include:
• Pre-retirees or retirees who are concerned about retirement and all the ways you should be preparing
• Baby Boomers who have questions or concerns about Income Planning—or those who have yet to start their income plan and want guidance on securing their financial future.
• Individuals looking for a unique and personalized approach to retirement planning
• Those who have a timely decision to make between taking the LUMP SUM vs. PENSION option or just don’t feel they’re getting the attention they deserve
• Those who seek a personalized, tailored approach to their retirement planning—one that reflects their unique goals and financial situation, rather than a one-size-fits-all solution.
Prefer to fast-track to a one-on-one consultation?
Schedule a meeting with one of our agents today!
