Upcoming Classes
By offering these classes, I seek to help educate people about the complexities they face in their financial and retirement decisions. The focus is not on investment products but rather on making wise and well thought-out choices.
TWO CLASSES FOR YOU
class: SOCIAL SECURITY AND MEDICARE EXPOSED
Deciding when to draw Social Security benefits demands knowledge and contemplation; far too many make quick choices for all the wrong reasons, and then it is too late. SSA website and agents are unable to offer guidance on determining what to do and when to do it. Gain understanding and insight from a CFP® who will unveil considerations that can lead to the most suitable claiming option fitting your personal circumstance. Walk away breaking the code about Medicare, avoiding costly mistakes. This class is not a ruse to solicit the sale of financial products. Come and invite a friend to join you.
class: RETIRE WITH CONFIDENCE
Don’t retire hinging your bets on loose probability assessments or talk in the breakroom. Gain invaluable insight from a seasoned CFP® who will explain the most impactful retirement decisions all should carefully consider well in advance of retiring, so that you don’t hinge your retirement years on faulty expectations or poor preparation. Leave understanding Social Security claiming options and Medicare enrollment from a planning perspective. If you are considering retiring in 2 years or less, be smart. Come and invite a friend to join you. This class is not a ruse to solicit the sale of financial products.
Classes are held at: