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August 27th Event

August 27, 2019 @ 6:30 pm - 8:30 pm

Social Security Benefits
  • How to Properly file for benefits
  • Optimize the amount you are eligible to receive
  • How much income you can make and still draw Social Security
  • How to claim spousal benefit, even if you are divorced
  • much more

A Guide To 401 K Rollovers

  • Understanding the IRS rules and regulations regarding your 401k
  • How to avoid the most common mistakes when rolling over a 401k
  • What investment options are available to roll a 401k into and which ones are not
  • How to choose the best option for you
  • How to use a 401k to generate predictable and reliable income for life
Retirement Basics
  • Factors that influence when you can retire
  • How to properly “crunch the numbers” with our free software
  • How to put together a retirement roadmap
  • How to properly use tax advantaged savings vehicles
Safe Money Principals
  • How to establish retirement goals and objectives based on your risk tolerance
  • How to avoid common financial mistakes
  • How to optimize your asset allocation to minimize or eliminate the risk of loss
  • How to generate predictable and reliable income for life
Essentials of Estate Planning
  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust


August 27, 2019
6:30 pm - 8:30 pm

Registrations are closed for this event