Seminars
We want to meet you and share some insights with you on retirement planning! This is not a sales presentation. We believe in educating our clients, understanding their goals, and working together to create a custom plan.
Topics:
Income: How to maximize social security and other income goals in retirement.
Investments: Portfolio strategies to reduce risk in a volatile market without sacrificing potential gains.
Taxes: Strategies to reduce taxes now and through retirement.
Health: How to protect your assets if your health were to deteriorate.
Legacy: Is a trust necessary? Ways to determine what you will actually need. Strategies to avoid probate.
Wed, Sep 28Gilbert Community CenterFree Educational Class is a comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision.- Thu, Sep 29Gilbert Community CenterFree Educational Class is a comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision.
Tue, Oct 11Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation- Tue, Oct 18Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, Oct 25Gilbert Community CenterFree Educational Class is a comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision.
- Wed, Oct 26Gilbert Community CenterFree Educational Class is a comprehensive personal financial course designed to help explain retirement plans, prepare for market volatility, and budget strategically for the retirement they envision.
Tue, Nov 01GilbertDinner is On Us and There is Absolutely No Obligation- Wed, Nov 02GilbertDinner is On Us and There is Absolutely No Obligation
Wed, Nov 09Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation- Tue, Nov 15Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation