Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.


Check back later for upcoming events.

All workshops are strictly educational; nothing will be sold.

Taxes in Retirement

This no-obligation class discusses what you can do before and during retirement to be as tax optimized as possible. Most people are surprised to learn that taxes are different during retirement because of the presence of Social Security, capital gains and/or pensions.

We will discuss:

  • How Social Security income and capital gains could push you into a higher tax bracket when you aren’t expecting it
  • How to avoid what is known as the “tax torpedo”
  • Whether, as you get closer to retirement, you should you save more in your 401(k)
  • When it may make sense to consider Roth conversions
  • Identifying opportunities to save on taxes throughout retirement
  • How micromanaging your withdrawal strategy annually could save you tax money

Some people get to spend less money in retirement simply because they were not tax-optimized.  Attend this workshop to learn how to become tax-optimized!


Social Security Claiming Strategies

This no-obligation Social Security class reveals that there is more than meets the eye when it comes to how and when you claim your benefit and, most importantly, how to coordinate your other retirement savings with the timing of your Social Security benefit.

You will learn:

  • The ways many people leave money on the table when it comes to their benefit
  • The different claiming strategies — and how to find the best one for you
  • How to make sure that your choice impacts your other retirement savings in the best way possible so that it potentially lasts longer
  • Whether you should claim your benefit early or late
  • How widows and divorced people could take advantage of the rules


Find out three common mistakes that many people make with their Social Security decision at this complimentary class!

The Retirement Headwinds

The Retirement Headwinds is a complimentary workshop that shows how some people have figured out a way to potentially overcome the challenges of inflation, rising taxes, lack of pensions and the problem of expensive financial products. You will learn from following what the world’s most successful investors have been doing for a very long time.

You will learn:

  • Who the world’s most successful investors are and how retirees could benefit from the rules they follow
  • Which products contain the most fees and what to look out for
  • A less costly, more simple way to invest
  • How simple rules make money less stressful so that you can spend less time worrying
  • How to know if you are on track for a successful retirement

Join us at this complimentary workshop to remove the mystery surrounding your retirement investment plan!

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 214.988.9178