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EVENTS
Upcoming education opportunity
WHAT A JOE BIDEN PRESIDENCY WOULD MEAN FOR YOUR RETIREMENT
WHAT A JOE BIDEN PRESIDENCY WOULD MEAN FOR YOUR RETIREMENT Available Date Friday, December 4, 2020: 10:00 AM Eastern Cost Free CPE Credits 1.0 hour Course...
SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS
SOCIAL SECURITY: WHAT YOU NEED TO KNOW TO MAXIMIZE YOUR BENEFITS Available Date Monday, December 7, 2020: 4:00 PM Eastern Cost Free NO CPE Credits...
Retirement Tips
Education is about growing together
Five things to be grateful for approaching retirement
Biden’s top five proposed changes for your retirement
Top 10 Proposed Tax Changes by Joe Biden
Self-directed Roth IRA
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
“This was one of the best presentations I have attended. Very knowledgeable and great takeaway material.”
Arne Morris
“This was an excellent presentation. This was extremely informative and provided information that was new and enlightening.”
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