top of page

You can register for one or register for all, but don't miss out on a learning experience.  Plan to feel it was time well spent and asking for more!

Change the way you think about insurance, investing and retirement.  Register Now!

If you cannot find a time that works into your schedule send me an email.

If you missed one that you would like to hear send me an email.

-Pre-Tax or After-Tax Savings - that is the question!

-The difference between starting early or late.

-What happens when your cost of living goes up and your Pension does not?

-How to generate income in retirement.

Key Considerations for Estate Planning:

✓Health care     âœ“Property management

✓Wills and probate    ✓Taxes

✓Lifetime gifting    ✓Life insurance     âœ“Trusts

✓Planning for incapacity & health care decisions

-What you can and cannot expect to get from Social Security - and when.

-Spousal Benefits and Strategies.

-Disability Benefits, Survivor Benefits and More!

-Pension calculation

-Full retirement and Early retirement.

-Buying back pension credits

-What happens if you don't make it to retirement (by choice and not by choice).

-State Insurance Benefits

-What is it?

-When is it needed?

-How is it helpful?

-What to know to help you chose an investment that is right for you or re-evaluate the choice you made. 

-403b, IRA, NQ, CDs, Stocks, Bonds, etc.

The presenter of this information is a registered representative of GWN Securities, Inc. and/or independent insurance agent.

The presenter of this invitation as well as the information presented at the seminar is not related to, endorsed by nor connected with and not approved by any Government Agency or organization.  Although the seminar is providing information of value to consumers, the seminar is a solicitation for investment products.

bottom of page