April 2017
Portfolio Orientation – How to Read Your Statement – 10 a.m.
Portfolio Orientation – How to Read Your Statement
Find out more »Portfolio Orientation – How to Read Your Statement – 4 p.m.
Portfolio Orientation – How to Read Your Statement
Find out more »Client Coaching Series: The Reality Worksheet – Noon Lunch
The Reality Worksheet - Lunch
Find out more »Client Coaching Series: The Reality Worksheet – 6 p.m. Dinner
The Reality Worksheet - Dinner
Find out more »May 2017
Portfolio Orientation – How to Read Your Statement – 4 p.m.
Portfolio Orientation – How to Read Your Statement
Find out more »The Seven Deadly Mistakes That Could Destroy Your Retirement – 2 p.m.
The Seven Deadly Mistakes That Could Destroy Your Retirement
Find out more »Portfolio Orientation – How to Read Your Statement – 10 a.m.
Portfolio Orientation – How to Read Your Statement
Find out more »June 2017
Portfolio Orientation – How to Read Your Statement – 5:30 p.m.
Portfolio Orientation – How to Read Your Statement - 4 p.m.
Find out more »The Annuity Trap
Annuities are complex, opaque and virtually always expensive. Worse, most annuities have a surrender period that can be from 5 to 12 years!! That means you may pay a penalty to withdraw your own money!! Who should attend this seminar? If you own an annuity; If you are thinking of purchasing an annuity; If anyone has tried to sell you an annuity; If you want to get out of your current annuity; If you want to be educated on the…
Find out more »The Annuity Trap
Annuities are complex, opaque and virtually always expensive. Worse, most annuities have a surrender period that can be from 5 to 12 years!! That means you may pay a penalty to withdraw your own money!! Who should attend this seminar? If you own an annuity; If you are thinking of purchasing an annuity; If anyone has tried to sell you an annuity; If you want to get out of your current annuity; If you want to be educated on the…
Find out more »