Retirement Planning Workshops

Retirement Strategies Workshop

Making sure you don’t outlive your money is one of the most important issues in post-retirement planning.  This unique and comprehensive course focuses on the issues and financial concepts that are important to retirees.

Some topics we will discuss are:

  • Previously lost money in market downturns? Concerned about history repeating itself? Learn where you can find safety.
  • Retirement Income – Will you have enough? 
  • How to Maximize Social Security Benefits for you and your spouse, and reduce / eliminate taxes on benefits you already receive.
  • Learn how 401(k) and IRA Assets can be passed on to future generations, and how to lower your taxes.
  • We will discuss strategies without purchasing long-term care insurance.


To be announced.

Rejuvenate Your Retirement

To be announced.


Class sizes are limited and fill up fast!  Reservations are required.
Please call Chantel at our office to attend. 


Not affiliated with the Social Security Administration or any government agency.