5 Class Program
- Maximizing Social Security
A comprehensive 2.5 hour program explaining how Social Security works. You will learn how to maximize benefits and minimize taxes, how the wrong decision can cost you money and strategies to increase your family income.
- Your Dream Retirement
How to Strategically Plan and Tactically manage your retirement. You will learn how to manage the 5 most important Risk Factors, how all your retirement assets work and fit together best with Social Security and how to develop a complete retirement plant. Class is 2.5 hours.
- Tax and Income Planning Strategies
Learn how the 2018 Tax Law will affect your retirement Calculate Required Minimum Distributions. How your 401K & IRA will severely raise your taxes. How to make your money outlive you, and how, to reduce or eliminate Income Taxes in retirement. This is a 2.5 hour class.
- Estate Planning
Do you really know how your Estate will be handled when you pass on? Are you aware of the high probate fees and time delays? Is a Will Joint Tenancy or Living Trust the correct way to go? Learn all your options and avoid the pitfalls with this fast paced 2.5 hour class.
This basic, but comprehensive class will present original Medicare and Medicare advantage. Learn when to sign up; what option(s) will be bent for you, how to navigate the many confusing parts and more. This class is 2.5 hours.
You can call 713-871-5919 or sign up using the link below: