Seminars
PRESERVE YOUR LEGACY
Join Us at One of Our Free Seminars
We know that planning for retirement can feel overwhelming—especially with the uncertainty of the market and the complexity of financial strategies. But the good news is, you don’t have to navigate it alone. Our complimentary seminars are designed to empower you with the knowledge and tools you need to make informed decisions about your finances and your future.
WHAT TO EXPECT
What You'll Learn
In just a short amount of time, we’ll help you make sense of some of the most pressing issues facing retirees and those approaching retirement:
- Income Security: Learn strategies that aim to help ensure you don’t outlive your savings.
- Taxation: Understand how taxes can impact your retirement accounts—whether they’re always taxed, sometimes taxed, or never taxed.
- Tax-Advantaged Strategies: Discover the key differences between tax-free and tax-deferred accounts and strategies to maximize your tax benefits.
- Market Volatility: Explore potential ways to safeguard your retirement portfolio from stock market fluctuations.
WHAT TO EXPECT
You'll Also Hear About
Hidden Fees
Uncover sneaky fees that could be eating away at your investments without you even realizing it.
The Secure Act
Learn how the latest retirement legislation could affect your long-term plans.
Income Growth Strategies
Understand potential how to protect your income while still allowing for growth opportunities.
JOIN US!
Upcoming Seminars
Tuesday, June 3rd at 6:30pm
Fleming's Prime Steakhouse
905 N. 54th St.
Chandler, AZ 85226
