Attention Eau Claire area Baby Boomers:
Join us and learn how to Retire Victoriously!
Check back soon for upcoming seminars!
This educational workshop will focus on sound financial strategies the may help you prepare for a successful retirement!
Topics of Discussion:
- Reduce and sometimes eliminate taxes in retirement
- Evaluate Estate Planning needs
- Avoid the Tax Deferred Trap
- Better optimize Social Security
- Make a difference in your portfolio with Active vs. Passive Market Risk Management
- Plan for possible Chronic Health Care Costs