This workshop helps attendees discover five keys to unlocking a retirement where they could have confidence in their ability to live out their dreams. The Five Keys 1. Guaranteed income.2. Protection from volatility.3. Don’t outlive your savings.4. Pick your own tax bracket.5. Protection from the “what ifs.”

Many families spend years preparing to build wealth-but far less time preparing to transfer it. This workshop explores how to pass along not only assets, but also values, family traditions, and financial confidence. Learn practical ways to start meaningful family conversations, clarify goals across generations, and help prepare heirs for the responsibilities that come with an inheritance.

This class will help participants answer key questions, including how the 5 phases of an IRA relate to stages of your retirement, how time can have a great impact on tax-deferred retirement accounts, and strategies for reducing the taxes you and your heirs could pay.

This workshop covers strategies for maximizing your Social Security benefits. We'll walk through the five factors to consider when deciding when to apply for benefits, how to minimize taxes on Social Security benefits, and how to coordinate Social Security with your other sources of retirement income.

This workshop helps attendees learn how an efficient retirement tax strategy can help avoid mistakes, and help keep more of their hard-earned money.