Start Your Journey

Do You Ever Worry About...

• The impact of INFLATION on retirement?

• Has the market hit BOTTOM and what does the
  RECOVERY look like?

• When to take SOCIAL SECURITY

• 401k/IRA WITHDRAWALS effect on Social Security?

• How does a RECESSION impact your retirement?

• The tax implications of THE CARES ACT?

• The INFLATION REDUCTION ACT on retirement?

• Maintaining your standard of living at retirement?

• Getting high enough RETURNS on investments?

• Missing out on the latest, greatest stock tip?

• Someone else having a better portfolio than you?

• Making sense of all the information available?

This course is designed to teach you how to avoid some of the traps listed above, and help build a portfolio you can be confident with.

Attend This Course and Learn How to...

• Create a plan to retire on your terms

• Use new tax law changes to your advantage

• Determine if you are paying too much in fees, and if so, how to reduce them

• Use 5 investment strategies to help minimize risks and maximize returns

• Ensure your estate plan still functions properly under new laws.

• Why you need to know your portfolio’s standard deviation, annual turnover and overlap

(if you don’t know what these terms mean, you can’t afford to miss this class series)