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'Securing Your Retirement in Today's Economy'

If you are between the ages of 55 and 70 you may benefit greatly from our seminars held several times throughout the year.  You've worked hard for your savings and retirement - come learn how to work toward protecting your assets and minimizing your taxes.  There is no cost or obligation and nothing is for sale at these seminars. 

 Some of the critical issues discussed are:

  • Recent changes in tax laws that may benefit you and help you keep more of your retirement assets.
  • Strategies designed with the goal of minimizing taxes and maximizing income in 2015.
  • Investment strategies for today's uncertain and volatile economy.
  • Strategies that aim to help you avoid outliving your assets and income.
  • Strategies seeking to minimize taxes on your IRA and 401k distribution during every phase of your life.
  • How to take penalty free withdrawals from your IRA prior to age 59 1/2.
  • Passing your savings to your loved ones tax-free.

If you are interested in being invited to our next seminar please email us at