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Customize your seminar or choose from the topics below.

Taxes in Retirement

Understand how taxes will affect your nest egg now that you are retired or about to retire.

Modern Estate Planning

Learn why strategic estate planning is so important and how you can best create your legacy for those you love.

Small Business Retirement Plans Defined

401k, SEP, Simple, Pension, Deferred Compensation. With so many offerings, which plan will best benefit your company, your employee’s, and help propel your continued success.

Financial Products Explained

Are annuities bad? Are mutual funds tax efficient? Does my investment account have hidden fees? Does my adviser work in my best interest or the insurance companies?

Savvy Planning for Independent Contractors

Are you a real estate agent, small business owner, or other independent contractor? Learn what options exist for a tax smart retirement, as well as some pitfalls to avoid.

Employee Education on Workplace Retirement Plans

Lower your liability as a fiduciary by having on of our advisers put on a workshop for your team to make sure that your employees financial goals are in tact.

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