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Workshops

We are open for business and are taking every precaution to keep our offices safe for you. 

Please call us and schedule a personal consultation at any one of our four offices.

 

Upcoming Events

June 16, 2021

6:00p - 7:45p

Coyote Moon

Social Security Mistakes to Avoid During Market Volatility Coyote Moon St Cloud

Find out how filing early could reduce the amount of benefits! Methods that may increase benefits and potentially provide more lifetime income throughout retirement. How proper coordination of spousal benefits may help you to obtain the highest level of income. How the end of two popular Social Security filing strategies could impact your future distributions. How to avoid running out of income during retirement.

June 17, 2021

6:00p - 7:45p

Coyote Moon

Social Security Mistakes to Avoid During Market Volatility Coyote Moon St Cloud

Find out how filing early could reduce the amount of benefits! Methods that may increase benefits and potentially provide more lifetime income throughout retirement. How proper coordination of spousal benefits may help you to obtain the highest level of income. How the end of two popular Social Security filing strategies could impact your future distributions. How to avoid running out of income during retirement.

July 22, 2021

6:00p - 7:45p

Peter's Ribs and Catering

How to Reduce Your Risk in a Volatile Market and Protect Assets Against Loss Peters Litchfield

Topics that are commonly discussed include: Learn the power of proactive tax planning. Let us show you how to maximize your retirement minimize your taxes. Discover how to protect and pass on your nest egg from an estate planning attorney. Strategic distribution planning to help you keep more of your money. If you're wondering what to do you are not alone. Reservations are required.

Event Registration


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