Workshops & Client Events



Modern Retirement Planning

Course Appropriate for Ages 50-70


Why take this course?

Investment companies provide the vast majority of retirement information available today.  It is difficult to find educational material that is unbiased and void of hidden agendas.  Because there is no single retirement strategy that works for everyone, we often find ourselves overwhelmed and confused.

Modern Retirement Planning is a comprehensive course designed to address retirement issues in an unbiased educational environment.  This course will provide you with the pros and cons of many popular strategies.

Learn how to set goals, address inflation, avoid mistakes, assess investments, manage risk, lower taxes, and plan our estate.  Questions are encouraged.


By attending our Workshops you'll learn how to:

  •  Determine if you have enough income to retire
  •  Manage Health Care and long term care costs
  •  Manage debt and increase cash flow
  •  Determine if a Roth conversion is right for you
  •  Optimize investment distribution and avoid the most common distribution mistakes
  • Manage financial risk and preserve your nest egg before and during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning




Modern Retirement Planning Workshop

Date & Times





Call Retirement Planning Workshop to Register



Roadmap to Your Retirement

Date: TBD

Location: TBD


Social Security Seminar


Date: TBD

Location: TBD