In Person Classes

Classes are on Thursdays at 10:30 am unless otherwise indicated.
To register and receive email reminders click here.

Today’s World of Safe Investing

With rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market.

January 19th at Civic Center

Tax Efficiency in Retirement

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class.

February 9th at Mustang      February 16th at Civic Center

Understanding Annuities

We will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises. This is not a sales event and we will not be speaking on any specific products although we will answer any questions you may have.

March 9th at Mustang      March 16th at Civic Center

Positioning Yourself to Thrive in Retirement

With rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market.

April 13th at Mustang      April 20th at Civic Center

Creating Income in Retirement

From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used. .

May 11th at Mustang      May 18th at Civic Center

To register and receive email reminders click here.