FREQUENTLY ASKED QUESTIONS
Frequently asked questions
More About Our Seminars
Our seminar will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-hour course, we invite you to have a complimentary Strategy Session with a trusted advisor, where you will:
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Learn how to optimize different types of retirement accounts to maximize cash flow
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Find out how you can reduce or eliminate unanticipated estate expenses
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Discover the impact that tax law changes will have on your retirement income
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Discover how to avoid the pitfalls of taking retirement income distributions.
Topics Covered
Maximize Social Security
Discover which of the 567 ways to claim will get you the most from your hard-earned benefits.
Combat Market Volatility
Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold.”
Reduce Tax Risk
See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies.
Estate Planning 101
Understand the process that ensures your assets stay with your family (not the IRS and the courts).
Retirement Healthcare
Get clear on your retirement healthcare options without buying expensive Long Term Care insurance.
Income Planning
Create an income plan to help you avoid what most Americans fear: Running out of money in retirement.