Education is the Key for a Successful Retirement.
Join our retirement education program, “The Prosperity Club”. On demand retirement learning from the top retirement educator, The Prosperity Guy, Dave Hall.
Look Before You LIRP
Tax Free Income For Life
Social Security
The Volatility Shield
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15
June
PAYCHECKS AND PLAYCHECKS
PAYCHECKS AND PLAYCHECKS Available Date Tuesday, June 15, 2021: 10:00 AM Eastern CPE Credits 1.0 hour Course Level Basic Prerequisites None Course Description Many people believe that a “happily...
21
June
GETTING SAFELY THROUGH RETIREMENT – A NEW PARADIGM IN RETIREMENT PLANNING
GETTING SAFELY THROUGH RETIREMENT – A NEW PARADIGM IN RETIREMENT PLANNING Available Date Monday, June 21, 2021 10:00 AM Eastern Cost Free CPE Credits 1.5 hours...
July 27, 2020
Picking the right state for retirement
October 19, 2020
Better understand what you can expect from a reverse mortgage
June 9, 2020
Life Insurance Retirement Plan
November 9, 2020
Self-directed Roth IRA
Missy McCarthy
City of Cincinnati
“Wow! After all these years in accounting and retirement planning, I learned of a new option. I really enjoyed listening to the presenter. He made the items interesting and related them back to the present time and to retirement time.”
Tessa Hammons
Prairie Creek Grain Company
“The instructor, Dave Hall, is a very intelligent man and even a more effective presenter.”
Bob Logan
Logan Financial
“ Dave clearly knew the material; a great learning experience”
Wanda Powell
Avara Pharmaceuticals Technologies, Inc.
“This was one of the best presentations I have attended. Very knowledgeable and great takeaway material.”
Arne Morris
Townsend Asset Management
“This was an excellent presentation. This was extremely informative and provided information that was new and enlightening.”
