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EVENTS
Upcoming education opportunity
Understanding Reverse Mortgages
UNDERSTANDING REVERSE MORTGAGES Available Date Monday, November 30, 11:00 AM Eastern Cost Free CPE Credits 1.0 hour Course Level Basic Prerequisites None Course Description What is a Reverse...
GETTING SAFELY HOME IN RETIREMENT: OVERCOMING 8 RISKS FACING YOUR RETIREMENT
GETTING SAFELY HOME IN RETIREMENT: OVERCOMING 8 RISKS FACING YOUR RETIREMENT Available Date Monday, November 30, 2020: 4:00 PM Eastern Cost Free CPE Credits 1.0 hour...
Retirement Tips
Education is about growing together
Biden’s top five proposed changes for your retirement
Top 10 Proposed Tax Changes by Joe Biden
Self-directed Roth IRA
The Prosperity Path
What People Are Saying
TESTIMONIALS
Missy McCarthy
“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
“The instructor, Dave Hall, is a very intelligent man and even a more effective presenter.”
Bob Logan
“ Dave clearly knew the material; a great learning experience”
Wanda Powell
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Arne Morris
“This was an excellent presentation. This was extremely informative and provided information that was new and enlightening.”
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