We are combining our "Retirement Process" and "IRA Mastermind workshops into one evening with a complimentary meal.

If you are retired or approaching retirement, you may be tired of experiencing market volatility and mediocre results after sitting with multiple advisors. This series is designed to help you identify your financial vision and guide you through a tactical approach to managing your retirement. Your retirement is too fragile to hope for the best; Invest in your future and learn how to avoid the most common mistakes made by retirees.

Here's what we'll learn together: 

  • Identitying Your Financial Goals
  • Understanding Your Risk Threshold
  • IRA Conversions and Aggregations
  • Properly Calculating Required Minimum Distributions
  • RMD's Effect on Taxes
  • Correctly Titling IRA's for Beneficiaries