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Workshops / Seminars

Financial Informational Workshops

Workshop Highlights...

  1. The Current Economic Environment.
  2. Learn how the Retirement Option I choose can have Long-Term Consequences on My Retirement Income?
  3. Utilizing Qualified Dollars. (i.e. DROP, 457 Def Compensation, IRAs, etc.,) to supplement my retirement income without IRS penalties.
  4. Learn how to create a Second Defined Benefit Plan for My Family.
  5. Legacy Planning - Understanding the Role of  Wills, Family Trusts and Life Insurance.