UPDATE: All live in-person events have been postponed due to COVID-19 & recent government-sanctioned closures until further notice.


Stay tuned for our spring webinar schedule – OUT SOON!

In the meantime, if you would like to schedule a 15-minute phone call to discuss your individual financial situation, please click on the button:


Educational Workshops

Our mission is to increase financial literacy amongst American adults by developing straight-forward and engaging content that will help you make informed decisions as they relate to your retirement and personal finances.

Our courses address topics that are at the forefront of baby-boomers minds including: conservative investment strategies in a low-interest market, developing a financial plan incorporating your goals and fears, maximizing your income in retirement, and using tax-advantaged strategies to leave a lasting legacy to the next generation.


MORE ON OUR COURSES …

M101 logo

When it comes to Medicare, you have choices. Knowing how to navigate these choices and identify which programs are most suitable to your physicians, prescriptions, and the care you desire can be an overwhelming task.

By the end of class you will be able to answer all of the following questions (that each person should be able to answer for themselves):
• What do I need to do before enrolling in Medicare?
• What if I have health coverage at work and don’t want to retire yet?
• What are Medicare Parts A, B, C and D?
• What are the differences between Medicare Supplement and Advantage plans?
• Many physicians will not accept Medicare…how do I find a plan that will work with my doctors?
• Are my prescriptions covered? What is the “Donut Hole?”
• Do I have deadlines to enroll?


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The Social Security & Taxes course will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize personal benefits. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy.

The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. You will learn information that will help you decide when to claim your Social Security benefits.


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The Ready to Retire course was created for those ages 50 and up, who are looking to develop a plan for retirement that consists of more than just a diversified portfolio. We will teach you about our proprietary 7-step approach to creating a plan that you can count on to be there for you when you need it most.

Up until this point, your knowledge of money is most likely based on a phrase we call, “You only know what you’ve been told.” This simply means your knowledge of money and your current financial situation is based on what someone has told you. No matter how well-informed you may be, we guarantee that you have not been told everything that you need to know about how to successfully invest in the 21st century.