Come to one of our free, no obligation workshops and learn the truth about how to retire in style without going broke! There's nothing for sale, so leave the checkbook at home.

Workship #1: The Truth about Saving for Retirement

This fast-paced, entertaining workshop will reveal:

• The KEY QUESTION you face, and how to answer it
• Why internet calculators shouldn’t be your source of information
• How to invest your savings using Nobel prize-winning methods
• Your NUMBER ONE enemy to achieving a successful retirement
• The other 5 Number One enemies!!

Workshop #2: Making the Switch to Retirement

• Preparing for a shift in mindset
• The one number you MUST know before retirement!
• Chosing when to take Social Security - CRITIAL INFORMATION
• When to use Annuites and Life Insurance products
• How to set up a Paycheck system that is simple to operate.

Workshop #3: How to Increase Income in Retirement

• The methods we use that maximize retirement income without you going broke
• Avoiding the 'Tax Torpedo'
• What changes to expect in Taxes, Social Security and Medicare
• Options for your home equity
• The correct way to leave your IRA to your kids

Bonus! The 8 best kept secrets of retirement planning that the financial services industry hopes you will never discover! Retirees and near-retirees, you must hear these!

Click on the links to the left for workshop details.

Can't make it to a workshop? Seft-study materials are available at FREE INFORMATION

If you're a COUNSELOR, BUSINESS, or ORGANIZATION working with the retired or near retired, and would like to schedule a seminar or teleseminar for your group, please call our office at (408) 725-7135