• TAXES IN RETIREMENT: The tax implications of our latest administration.

• IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss strategies that may help grow and protect your hard-earned assets from a market correction and other risks in today’s economy.

• STATE OF THE ECONOMY: Learn the latest on how the pandemic has impacted the market, and how rising national debt could significantly impact your tax burden in retirement. 

• RETIREMENT INCOME: Will your nest-egg be enough to sustain your lifestyle in retirement?

• LEGACY PLANNING: What happens to your family when something happens to you?

• MITIGATING RISK: What we feel is a big mistake many Americans are making with their retirement accounts.

*Please note: Your registration is not confirmed until you have spoken with a member of our team. Menu selection will be provided by team member at the time of contact.