Knowledge is Strength!
Free Educational Workshops
It can be confusing and overwhelming to get clarity and break through the noise when planning for your financial future. Contact us today to arrange an education-only, "non-salesy" workshop for your group, employees or company. Both live, in-person and virtual Zoom meetings are available.
401Ks, IRAs and Rollovers
How do they work?
- When you leave the company or retire, what are your options and how does it all work? What are your choices? What makes the most sense?
- Traditional Vs Roth IRAs?
Pensions and Annuities
Guaranteed Life Income
- What are they exactly and how do they work?
- To many people annuities are a mystery - we make them easy to understand.
- How they can be used to create paychecks and "play-checks" guaranteed income for LIFE no matter how long you live
Maxing out Retirement
Supplementing 401Ks & IRAs
- Once you'e maxed out your 401K, Traditional or Roth IRA, what other options are available?
- What makes the most sense?
- What are the tax considerations?
Life Insurance 101
What Are Your Options?
- How much protection do you need?
- What kind makes the most sense in your situation; Whole Life, Term, Indexed Universal, etc.?
- "Life Insurance Needs Analysis" what is it and how can it bring value?
Disability Income Protection
Paycheck Protection
- What is your "GREATEST ASSET?"
- What if you get sick or hurt and can't earn a living?
- How much will you earn between now and retirement?
- How long could you last on your savings before running out of money?
- Short Term Vs Long Term Disability
- Will your group benefits be enough?
Inheritances & Windfalls
Once-In-A-Lifetime Opportunities
This is the type of money that may only come around once so prudence is paramount and you don't want to blow it!
- Setting up a legacy for your heirs
- How to make it last so it never runs out
- Options and where to put it
- How to minimize taxes