Get-Togethers Geared Toward Your Goals
We cover a host of topics at our events to help you retire confidently.
Our Presentations
Hover over each card below for a detailed description of each event.
Plan Well, Retire Well
Discover how new tax laws and upcoming changes could impact your retirement. Learn tax-efficient IRA strategies, ways to reduce market risk, methods to potentially eliminate Social Security taxes, how tax-free and tax-deferred accounts can affect your retirement, ways to plan for rising health care costs and more.
Taxes in Retirement
See how the 2023 tax changes and Secure Act 2.0 can impact your retirement plan. We’ll discuss common tax misconceptions, strategies to help guard Social Security income from taxes, questions to ask about tax-free and tax-deferred accounts, and IRA strategies to safeguard up to 70% of your savings from federal and state taxes.
Estate Planning
Learn to maintain family wealth across generations by understanding threats to wealth preservation. We’ll discuss calculating estate value, six generational wealth strategies, three key factors for sustainable withdrawal rates, the importance of trusts and life insurance for blended families, tax reduction strategies and more.
Attend Our Next Upcoming Event
We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.