Retirement Income Planning

Is your retirement built to last as long as you will?

Are you tired of the same old dinner seminars selling you some financial product? It’s time to join our comprehensive educational retirement income planning workshop that focuses on sound financial strategies that may help you prepare for a successful retirement.


This course will address the Following Topics

Spots are limited

Reserve yours today

Classes are currently on hold
due to covid-19

No event found!

Ways to Avoid Costly Financial Mistakes and Survive During Retirement


You’ve spent your lifetime

trying to accumulate enough money to retire. You’ve saved, invested, and hopefully taken advantage of a workplace retirement plan. Now it’s time to make decisions about how to generate enough income to be able to retire and if not done properly these decisions could have lasting repercussions.


The rules are different when you retire.

You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.

Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $100k or more. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.

Estate Conservation

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time
and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals. 

Join us at the Harkins Theatres Norterra 14 for an informational workshop on June 15 from 6:00 PM – 8:00 PM or June 23 from 6:00 PM – 8:00 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Attend this seminar and learn about:

No event found!

Decision 2020

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


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


Wednesday, October 28

6:00pm -8:00pm

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