You are cordially invited to join us for a Complimentary Dinner & Workshop

This event will be helpful, informative and fun!

Topics to be discussed at this workshop include:

 FINANCIAL FLIGHT PLAN – Learn about our comprehensive financial planning technique designed to be thorough and to plan for contingencies.

 • ESTATE PLANNING (Peace of Mind) – Learn about our affiliation with Estate Guru, which combines expert guidance with personal attention to help you form and trusts, wills or POA’s. Learn how this cohesive collaboration between your financial advisor and your estate planning attorney firm can enhance your financial and estate plan.

• NEWER AGE MUTUAL FUNDS – The good, the bad and the fine print.

• IRA VS. ROTH IRA – Which is better and should I convert? Learn these strategies.

• TAX STRATEGIES – Use it or loose it! Learn numerous ways to maximize your tax planning with your investment portfolio.

• DEATH TAXES – Inheritance tax, estate tax. Learn about strategies to help avoid these  potential pitfalls!

• 401K – YOU are the pilot in command with these plans. learn how to implement financial sector rotation and other strategies inside of your employer-based savings plan.

• LINKED BENEFIT PLANS – These are a newer alternative to old school nursing  home policies that you may never use

• LIFE INSURANCE – Learn about Indexed Universal Life Insurance. Designed for stock market growth participation, guarantees and the potential for extra income later in life.

• FIDELITY, VANGUARD, JP MORGAN, BLACKROCK ETC. – With so many choices, learn about what we believe are the best options and why.

• MANAGING INVESTMENT RISK – Our customized strategies for the old  problem of loosing money when the markets fall.

• SOCIAL SECURITY – Learn our strategy for determining when it’s best to take.

• HIGHLY APPRECIATED REAL ESTATE AND BUSINESSES – we will show you some strategies to potentially save taxes when selling a business or real estate.