Classes & Workshops
SOCIAL SECURITY PLANNING
- Understanding todays Social Security
- Knowing your benefit options
- How to maximize benefits
- How to minimize taxation
- Spousal, ex-Spouse & Survivor Benefits
HOME EQUITY CONVERSION
- Todays Home Equity Conversion Mortgage
- Understanding the costs
- What are the financial benefits?
- The benefits of being included in a complete plan
INVESTMENT & RETIREMENT PLANNING
- Will You Outlive Your Retirement Savings?
- Do Your Investments Suit Your Stage In Life?
- Minimizing the Effect of Taxes and Inflation.
- Completely Understand Your Investments and the Associated Risks
CE FOR FINANCIAL ADVISORS
- Integrating Social Security as Part of Retirement Planning
- Home Equity Conversion and the Insurance Professional
- Each qualifies for 2 hours of WA insurance CE credit