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Attention Baby Boomers:

Is your ideal retirement around the corner — or slipping out of reach?

Find out by attending our next seminar!

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What you can expect:

You'll get the information you need to hear if you have any questions about your retirement strategy (or lack thereof).

How to avoid losing up to 40% of your IRA to federal and state estate taxes and income taxes!

Learn what the most significant tax law change in 30 years is all about and how to strategize to save money.

Uncover any potential hidden fees of your portfolio and learn ways to reduce them.

How to pass your IRA to your children or grandchildren–without giving most of it to the IRS.

Could Trumps New Tax Law Turn Your Retirement Game Plan On Its Head?

Event Details:

Toys for Tacos

Bring a new, unopened toy to be donated to Toys For Tots, and join us for lunch and education!

Wednesday, December 11th

12PM Lunch & Learn - Charitable Giving


Wednesday, December 11th

4PM Wine & Wisdom - Charitable Giving

A member of our team will be reaching out to confirm your registration.


You'll also hear about:

Sneaky fees that could be lurking in plain sight

Tax-reducing strategies to help you keep more of your money

Ways to help ensure your spouse is taken care of after you’re gone

If you have one evening to spare, we’ll answer your most pressing retirement questions.

  • What am I forgetting when it comes to my retirement strategy?

  • How will recent tax changes affect my retirement?

  • Is my current retirement strategy prepared for the unexpected?

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