Community Involvement
Complimentary Educational Workshop:
Taxes & Retirement Planning
- Understand the implications of the latest 2024 tax rules on your retirement and how to navigate them.
- Craft a secure structure for your retirement savings, providing peace of mind.
- Uncover and address common misconceptions surrounding retirement planning.
- Learn approaches to minimize or eliminate retirement and estate taxes.
- Explore financial strategies designed to boost your retirement income with a plan for it to last a lifetime.
- Gain knowledge about the various tools and methods accessible to retirees for developing a thoughtful retirement tax strategy.
Your family's well-being and protection are at the heart of our discussions.
Community & Client Events
Self Defense Class
Scam Prevention Class
Fentanyl Awareness