All of our workshops are designed to provide useful information on all the key financial issues facing those near retirement or in retirement. Tax reduction strategies, creating the right estate plan to avoid probate and eliminate or reduce death taxes, assuring enough income in retirement and managing the portfolio with an eye towards protection in volatile market periods are key components discussed in these sessions. All of our workshops are designed for people over the age of 50 with a minimum of $200,000 of investable assets, not including your home or other real estate. If you do not yet have our minimum, please keep us in mind as your assets grow.
Retirement Strategies & Asset Protection
Educational Dinner Workshops