History
We realize that there was a need in the community to help people understand the challenges of retiring and how retirement planning is different than that of their parents. We have created workshops that address that need. Our courses explore an updated approach to retirement that accounts for all the challenges and pitfalls that are unique to the new world in which we now Advance planning is essential, and the decisions one makes now can have a tremendous impact on the total amount of resources available to the household over their lifetime. The educational and informative workshops help people maneuver retirement transitions and are held at community colleges, learning centers, and public libraries. Our highly-researched retirement solutions and strategies include the following topics: The New World of Retirement Planning, Social Security, Taxes in Retirement, Medicare 101, and Investments 101.
Specialties
Join us for our live planning classes in which we will teach you the difference between the old retirement planning versus The New World planning, how to create a clear vision for retirement, how to create a retirement road map and the keys to transitioning to retirement.