JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

THE NEW RULES TO RETIREMENT IN TODAY’S ECONOMY!

We're sorry - all events are now closed.

What You'll Learn

  • Ways to use your money and still have something to leave your beneficiaries
  • Ways to obtain an income you can’t outlive
  • INFLATION: Will the yields on your savings be able to keep up with rising inflation?
  • How our clients have kept their money safe from market declines
  • What is the SECURE Act and how it may affect your retirement planning?

Featured Speaker

Nick Messina

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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