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, Mar 03Culinary DropoutDinner is On Us and There is Absolutely No Obligation
- Tue, Mar 16Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, Mar 18Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, Apr 06Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, Apr 08Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, Apr 20Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, Apr 22Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, May 04Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, May 06Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, May 18Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, May 20Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, Jun 08Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, Jun 10Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Tue, Jun 15Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation
- Thu, Jun 17Rodizio Grill - MesaDinner is On Us and There is Absolutely No Obligation