YOUR JOURNEY
TO RETIREMENT
STARTS TODAY

Join one of our
Upcoming complimentary
workshops

CDC and Social Distancing Guidelines are in Place

Attendance is limited

No event found!

Making the Most of Social Security

Please check back for upcoming workshops

Taxes in Retirement

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Includes an update on the NEW 2020 SECURE ACT

The 2020 Secure Act

Please check back for upcoming workshops

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Social Distancing Guideline in Place

Passport to Retirement

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Why Join our classes?

Making your money last throughout retirement has been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.

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Our courses help you develop a professional retirement income plan

While there are many courses available for pre-retirement planning, these unique courses focus on the concerns, issues and needs that are important to today’s retirees.

Whether you are planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Upcoming courses

Please check back for upcoming workshops

No event found!

Decision 2020

Are your finances ready?

Free Workshop

Attendance is limited

Announcement

Complimentary

Social Security One-on-One Session

National and local health authorities have determined that social distancing reduces the risk of spreading or contracting Covid-19. We are rescheduling out of an abundance of caution to avoid the possibility of unnecessarily exposing participants. Once this event has been rescheduled, we will notify you of the new date and time.

We would like to thank you for your interest in these workshops by offering you a complimentary one-on-one coaching session with the host of this workshop, Landon Randall. This is an opportunity for you to receive a personal evaluation of your social security options and get your specific questions answered. With a little pre-meeting planning, Landon will be able to generate report scenarios unique to your situation. Again, there is no-charge for this initial coaching session.

If you’d like to move forward, we will provide you with a checklist of items to bring  so you can make the most of your time with Landon. Please call our office for an appointment. You can reach us at 623-696-7176 during regular business hours. We are happy to assist you.

Monday-Thursday, 8am-5pm
Friday’s, 8am-1pm

Decision 2020

Space is limited | Social Distancing Guidelines in Place | Masks are required

WILL THE 2020 ELECTION CAUSE YOU TO CHANGE YOUR RETIREMENT STRATEGY?

With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.

If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.

This free informational workshop will help you:

Workshop Schedule

Hilton Garden Inn, North Phoenix

Saturday, October 24

9:30am -11:30am

-or-

Wednesday, October 28

6:00pm -8:00pm

For more information, or to register,
call (833)917-1856 or visit www.yoursvp.com
and enter code: LUJWES

Announcement

National and local health authorities have determined that social distancing reduces the risk of spreading or contracting Covid-19. We are rescheduling workshops out of an abundance of caution to avoid the possibility of unnecessarily exposing participants. Once events have been rescheduled, we will post the new dates and times here on our site.

We would like to thank you for your interest in these workshops by offering you a complimentary one-on-one coaching session. This is an opportunity for you to receive a personal evaluation of your social security options or get your specific tax planning questions answered. With a little pre-meeting planning, Michael Oxford (Tax Planning) or Landon Randall (Making the Most of Social Security) will be able to generate report scenarios unique to your situation. Again, there is no-charge for this initial coaching session.

If you’d like to move forward, we will provide you with a checklist of items to bring  so you can make the most of your time with an advisor. Please call our office for an appointment. You can reach us at 623-696-7176 during regular business hours. We are happy to assist you.

Monday-Thursday, 8am-5pm
Friday’s, 8am-1pm