Join us on Tuesday, April 22, or Wednesday, April 23, from 6:30 to 8:00 p.m. on both evenings. Secure your spot and be part of an enriching experience!                                                                    "Once you're registered, Ken will contact you via text to confirm the best date for you." 

• Reduce or eliminate taxes on withdrawals from qualified retirement accounts, i.e. Traditional IRAS and 401(k) plans. Combined with a thorough analysis of the costs vs. benefits from a tax perspective, these can help you make informed financial decisions for retirement.

• The pros and cons of Wills vs. Revocable Living Trusts, empowering you to make decisions when estate planning.

• Why working with a FIDUCIARY is in your best interest, including horror stories about hiring the wrong advisor.

• Learn how to check an advisor’s qualifications, including complaints and experience, for trustworthiness online

• How to make logical decisions when starting your Social Security benefits. A wrong decision or lack of information could cost you over $100,000, as it did for my mother, well before I learned about this crucial area.

These workshops are purely educational and do not promote any products or companies. Our “Hear it. See it. Write it.” leaching method is designed to make you feel confident in your understanding and application of the information covered.

This workshop is essential for anyone eager to make sound decisions regarding their retirement.

Whether you’re seeking to maximize your Social Security benefits, lower your taxes, or grasp the benefits of a Will or a Trust, this workshop is tailored for you. Don’t miss out on this opportunity to take control of your financial future! Don’t miss this opportunity to enhance your financial knowledge and planning. This seminar could be the key to securing your financial future.