Sign up for our free financial workshops
Our workshops provide an opportunity for you to receive financial information and solutions at no cost. We offer informational seminars concerning the many issues and questions pre-retirees and retirees face. To sign up for an upcoming workshop, simply click on the event you wish to attend below.
At our IRA workshop, we will discuss:
- How to avoid running out of income during retirement.
- How to avoid losing up to 70% of your IRA to federal and state estate taxes and income taxes!
- The biggest mistake you can make when doing an IRA rollover at retirement.
- If you recently converted to a ROTH IRA (or you
- The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard earned money!)
- How you can potentially turn even a small IRA into a HUGE asset for your children or grandchildren.