Workshops

Valuable Investment Strategies for Women:
Did you know that 50% of women over age 65 outlive their husbands by 15 years¹ and 9 out of 10 women will be responsible for managing their own financial well-being? It is a fact! Women live longer than men and have less retirement income. Therefore, it is important that women invest their assets wisely. This workshop helps women make prudent investments that will affect them for the rest of their lives. It's time for women to get educated, take control, get empowered and learn how to protect what they have created!
^{1 The Ultimate Financial Guide for Women Who Need Dough By Gail Harlow, Elizabeth Lewin}

Avoid Losing up to 71% of your Retirement Plan:
Did you know that leaving your 401(k) at your company after you retire can be a HUGE mistake for both you AND your heirs? Get smart! There ARE options for taking money from your retirement plan wisely. In this workshop you will learn how to potentially reduce your taxes, increase your income and minimize risk in your portfolio. You will even learn strategies that may allow you to take money out of your IRA tax-free. *
^{* Tax disclosure: Please consult your tax professional for details regarding your specific situation}

	"Your PURPOSE explains WHAT you are doing with your life. Your VISION explains how you are living your PURPOSE. Your GOALS enable you to realize your VISION."   -- Bob Proctor

Avoid Probate & Leave the Legacy your Family Deserves:
Make sure your money goes to WHO you want, WHEN you want, the WAY you want! Keep your hard earned assets protected from creditors, divorce, spendthrifts, and catastrophic illness. In this workshop we will discuss Living Trusts and Wills so you can determine which one is right for you. Learn how to title property correctly and how to reduce or eliminate estate taxes. Understand estate planning so that you can achieve peace of mind for you and your heirs.

The Inherited IRA:
Don't let the beneficiary of your IRA be the IRS! You can create a family legacy lasting 50 years or more AND make a difference for future generations. In this workshop we will review the effect of the new tax laws on the beneficiaries of your Retirement Plan. You will also understand these laws so that your children can inherit your retirement plan and spread the income tax over their lifetimes or longer.