800-803-5723 RSVP Code 434854

JOIN US FOR A COMPLIMENTARY PRESENTATION

TAKE BACK CONTROL OF YOUR RETIREMENT

If You’re Retired or Planning to Retire in the Coming Years

We're sorry - all events are now closed.

What You'll Learn

Market Volatility – Due to the current market volatility, what should you do to protect your nest egg?
Inflation – With U.S. inflation soaring to 8.52% and reaching a 40-year high, will your financial plan keep pace?
Long-Term Income – Strategies and planning to create income for life.
Social Security – How to legally reduce income taxes on your Social Security and maximize your benefits. Improper planning could cost you thousands of dollars.
Healthcare Costs – How to protect your savings by planning for potential healthcare issues.
Your 401(k) and IRA – Are you among those who are making huge tax mistakes on your 401(k) and IRA?
Taxes – How to design a plan to put more money in your pocket and less in Uncle Sam’s.

See what sets us apart

Featured Speaker

Geoffrey Wight

My commitment has always been to help people find the best financial position possible throughout their lives. I collaborate with clients in crafting personalized financial and retirement strategies designed to minimize risk, protect savings, grow money safely and to create a retirement income that never runs out.

I am hoping you will come and join us for a complimentary dinner and presentation. Even more, I would like to be able to have a conversation about your concerns as well as your goals. Your goals are my goals, as I believe that is the best way to serve you.