Essentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of: MORE >

Are you or someone you know ready to begin receiving Social Security? If you are going to collect Social Security benefits in the next 10 years you should attend this educational session. In this session, you will learn: MORE >

In this presentation, we discuss a three step plan that will help to get you back on track with your financial lives after this global pandemic. We will also discuss what you can do to remain vigilant and hold yourself accountable.

There are lots of things to consider before you decide to retire. With the introduction of a global pandemic, Corona Virus, there are now even more uncertainty. Some of these new questions for those in Retirement or about to Retire are: MORE >

If you're nearing retirement or already retired you need to understand how taxes (including the new 2018 changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we've developed a special seminar to help people navigate the retirement tax maze. MORE >

This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.