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Educational Event

Retirement is different today compared to previous generations. College costs continue to grow
faster than inflation.

Our objective is to eliminate financial illiteracy
one person or group at a time.

We offer relevant financial educational events to the general public, to private groups, and to
organizations and companies. There is never a fee nor obligation for attending an event.

Available topics include:

WHEN CAN I RETIRE?

Am I going to outlive my money in retirement? How much is my healthcare going to cost?
And more …

PAYING FOR COLLEGE WITHOUT SABOTAGING YOUR RETIREMENT

Myths we address include “I make too much money for my child to get help” or “That college is
unaffordable” and many others. What you don’t know about the college funding process could
prove to be very expensive.

HOW MUCH DO YOU REALLY KNOW ABOUT YOUR 401(K)?

Do you know how much risk you are taking? What are my choices and how do I navigate the
401(k) website? And more …

RIDING THE STOCK MARKET ROLLER COASTER

Does the market ups and downs keep you awake at night? How do I make sense of the
financial data I get bombarded with? How do I get in and out of the market at the best time?
And more…

DO YOU LIKE PAYING TAXES?

The tax code has over 78,000 pages, is complex and can be intimidating. The IRS is the most
effective collection agency in the country. We show how taxes can be planned for and
reduced legally. And more …