Our In Person Workshops are Back!!
Register Below to attend. Space is limited due to Social Distancing!!
Parker Library, Parker
Thursday, March 11th from 10am - Noon
Friday, March 12th from 1pm-3pm
No charge to attend!
Highlights: Retirement Planning Post COVID, Market uncertainty and corporate debt, investing safely without risk, preparing for social securtity and long ter care costs, transferring wealth and getting your legal affairs in order.
See Postcard & Register Below.
Can't make the workshop? I am offering a free, no obligation consultation via phone call or online zoom meeting. During the 45 minutes, we will discuss your goals for retirement and examine your current status. No decisions are made. It's just a time to talk through a road map that can get you on the right path. If you are interested, simply complete the form below and our office will reach out to schedule your consultation.