Seminars

We offer specific topic seminars along with company specific seminars and individual family education sessions. Eacg month, we offer a broad-based seminar entitled "Meeting the Retirement Challenge" with a different focus each month:

"Meeting the Retirement Challenge" covers three areas:
1) Trends in Retirement
2) Where You Are Now and Immediate Action to Take
3) Long-Term Retirement Resource Maximization

To register for this seminar, please complete the form below.
Please note there there are no seminars scheduled in December.

Register For This Seminar
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2009 Seminar Schedule

January 16: Federal Employee Strategies.
February 20 : Top Ideas for 2008.
March 19: IRA Maximization, Now!
April 21: Federal Employee Strategies.
April 23: Annuities: Safety and Growth for Your Retirement.
May 21: Life Insurance: Should You Buy, Drop, or Refinance?
June 25: Long-Term Care: Three Strategies to Fit Your Needs.
July 23: Federal Employee Strategies.
July 30: Maximizing Your Investments.
August 27: Real Estate Investing: Flippers/Rentals and more.
September 24: Business Owner Strategies for Retirement and Benefits.