We will be offering different seminars throughout the year all of them different and informative. We will be covering everything from retirement planning to taxes and tax free retirement and everything in between.

Below is a partial listing of the different topics we will be covering. We will notify you the date and time of each seminar giving you a two week notice. Please sign up as early as you can, these seminars will fill up quickly.

The New Holistic Retirement

For your retirement savings we believe it is critical you take a long range approach, After all, retirement is a long game. However, we have found that savers are not optimized for long term success in all areas like they should be. This means many savers may have an incomplete approach for the future. This seminar will open your eyes and help you make adjustments where necessary

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The New Rules for Retirement Saving – You are saving by outdated rules!

For any saver who is ever wondered, “Am I doing this right?”, we will give you the guidance and confidence to answer “Yes.”

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The No-Compromise Retirement Plan

– For any saver tired of making concessions when it comes to retirement plans, we can give you the knowledge and confidence to live a No-Compromise Retirement.

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How Does a 401k Work?

– Throughout the years of helping employees we have found that they really do not understand how a 401k works or how to use one for their retirement.

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How Does a 403b (TSA) Work?

– We have worked with educators for nearly 50 years, so we feel we understand what your needs are and how to help you understand the plans that are available to you… one of those plans is the Tax Sheltered Annuity or 403b and we have found that educators really don’t understand how a 403b works or how to use one for their retirement.

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Your Disability Plan

– Chances are your employer provides Disability Insurance for you – but do you know what you have and how it works?

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If you want to be pre-notified for a specific seminar, please click here to go to our notification form.