Education Workshops: Discover The Workshop for Your Needs ​​​​​​​


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Workshop Dates

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THE ESTATE PLANNING WORKSHOP​​​​​​​


REAL LIFE IN RETIRMENT​​​​​​​


THE 401(K) SUCCESS COURSE​​​​​​​



Education Workshops

REAL LIFE IN RETIREMENT​​​​​​​

Ready for retirement? This workshop outlines the preparations you can make and the moves you can take to have a healthy, happy, financially-successful retirement. Find out the keys to a happy retirement from those that have had retirement success.​​​​​​​​​​​​​​


Learn about the ideal time to retire, how much to save, social security planning and the best investment to make in retirement.

THE 401(K) SUCCESS COURSE​​​​​​​

There has been an employment evolution: retirement funding has shifted from employers to employees. As part of this evolution, the 401(k) has become an incredible tool for employees to take charge of their retirement financial success. If you want to learn about the benefits of 401(k)’s, this workshop provides a solid foundation for 401(k) success. Learn about 401(k) features, how to invest, how much to save…it’s all here in The 401(k) Success Workshop.

There are multiple roads to riches and this workshop reviews the most effective. With proper planning and determination, millionaire success is available to many – and is easier than most believe. Join us in this workshop to learn how to get there.

This workshop also covers the expectations, special responsibilities and social good provided by those that have acquired a degree of wealth.

ESTATE PLANNING SIMPLIFIED: GET IT DONE WORKSHOP

Protect and control your valuable assets the way you want by reviewing the estate planning tools that put you in charge. This workshop will help you review your current estate planning goals and needs and provide you with the knowledge you need to chat with a legal professional.

In plain English, this workshop provides insight to help you protect your assets throughout your life and a plan to provide for your heirs. Find out what happens when no estate planning is done. Learn how to title your assets and how to use the power of wills, trusts, powers of attorney, living wills, health care powers and many other important estate planning tools.

More information to come at a later date

THE TAX WORKSHOP: MANAGE TAXES/MAXIMIZE DEDUCTIONS

More information to come at a later date​​​​​​​