We are dedicated to providing sound information to our clients and prospective clients.

These special workshop events below are for prospective clients who are within 2 years of retirement or are currently retired.  

Topics include:

• The 5 retirement blunders to avoid. What retirees need to know.
• How much should I have saved for retirement?
• When to take Social Security?
• How should I invest before and during retirement? Are my investments recession resistant?
• Do I really need life insurance anymore?
• What will my healthcare be like in the future?