Creating Your Personal Financial Roadmap for Retirement (See calendar of upcoming workshops)

Whether you already have a plan, or are just getting started, this workshop will help you to understand how to create a lasting and predictable retirement.  This is a “hands on” workshop, during which Shane and Susan walk you through a realistic case study of a couple that is about to retire.   Workshop participants  learn how to address key concerns such as how to ensure your assets will outlast your lifetime,  how to plan for the impacts of inflation and taxation, or other personal challenges you may face during retirement.

Come and learn about the specific guidance you will need for managing your investments and taking income during retirement.  We will show you the power of having both a tailored investment strategy and a distribution strategy.  Learn how, when designed properly, these two elements can allow your assets to grow more tax efficiently and last longer for your retirement.

Participants receive a workbook of all materials presented.  The workshop is educational and does not present any financial products.  Due to the interactive nature, we limit each workshop to a maximum of 12 participants.   Early registration is encouraged.

Specialized Workshops

We have several workshops that we can offer for private groups, non-profits or other organizations.  These topics include:

• Investing for Young Adults
• Getting Started –   Investment Strategies for Your Thirties
• College Savings Strategies
• A Woman’s Way –  Personal and Financial Preparation for the Retirement Years
• Charitable Giving

If you have an interest in any of these topics contact us for further information.  Subject to our availability.