Educational Empowerment Courses

Our "Retirement Success Formula" workshop will give you a new perspective on comprehensive strategies involved with investment, insurance, and taxes in retirement.

With over 6,000 people starting their Medicare journey each day and Health Insurance ranking as the HIGHEST annual expense during retirement, it makes sense to ensure that you are well-educated on your rights and abilities.

As the market hits record highs again, fewer baby boomers can rely on pension plans... Annuity strategies are once again popular and "can be" a solid addition to your retirement portfolio.

Can You Afford a 50% Penalty for Making a Mistake After 70 1/2? We'll discuss ways to optimize your RMDs and ensure that neither market losses or excessive taxation has an adverse effect on your loved ones or your ability to draw monthly income for living expenses.