In-person class

Foundations of Retirement

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Planning for tomorrow isn’t getting any easier with volatile markets, escalating geopolitical pressures, tax increases, inflation, and countless other factors. People approaching retirement are looking for answers.

Having enough income to live greatly and to maintain the lifestyle you want takes strategic planning and sound financial advice.

Whether you’re seeking confidence for your financial plan, or you’re seeking an edge, the Foundations of Retirement Class equips you with latest strategies to lower your tax liability, protect your assets, and create income you can’t outlive - regardless of market conditions.

Here’s what we’ll cover in this course:

  • Determine if you will have enough retirement income
  • Protect your retirement income by lowering your taxes
  • Protect your assets during market downturns (like another 2008)
  • Generate guaranteed retirement income regardless of market volatility
  • Reduce (or even eliminate in some cases) taxes on your Social Security benefits
  • Efficiently pass 401(k) and IRA Assets onto future generations

In light of recent events occurring due to COVID-19, all in-person classes will be taking place as webinars until further notice, sign-up below.

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