Educational Events
Please join Us
We offer no-cost educational seminar events throughout the year. These events include a complimentary gourmet meal, accompanied by an insurance presentation and advice for retirees and pre-retirees about their potential financial retirement strategy.
We Look forward to Meeting You!
Please join us for a complimentary gourmet meal and insurance presentation. Learn how to better plan for retirement while you enjoy a delicious meal, on us. If you’re interested, contact us and let us know the area you’re located in. We can inform you about upcoming retirement seminar events in your area.
IRAs and tax information
Retirement strategies
Income
For Life
protect your principal
What to Expect
- Strategies to help you prepare for retirement, aid your long-term financial goals, and help you during trying times.
- IRAs and tax information; There are ways to defer and/or lessen taxes on your IRAs or similar accounts. Attend one of our events to learn how.
- Strategies to protect your principal in the event of a market downturn. Investing in the stock market could put your hard-earned money in jeopardy. We can help you keep your money safe. Protection of principal is one of our key ideals.
- Information to help you better understand, and therefore feel confident in, your retirement strategy. (Schedule a no-cost, no-obligation meeting with us in addition to attending a seminar in order to learn even more.)
- How you can guarantee* income for life. Yes, there is indeed a way to guarantee* that you won’t outlive your retirement savings. With the right strategy and the right products in place, you may be able to enjoy a stress-free retirement with the knowledge that you won’t run out of money.
- There are many retirement options to consider. At our events, we will go over many options you might not be aware of.