In this free step-by-step class, I will walk you through how to identify the RISKS and Opportunities in your accounts. Learn how to answer these critical questions:

✔️ What do I own?

✔️ What is my TRUE investment risk?

✔️ Am I allocated correctly?

✔️ How can I SAVE on Taxes?

✔️ PLUS: What's important on my statements? And How Do I Supervise My Advisor?

The first step to financial security and peace of mind in retirement - is to KNOW beyond a doubt that you are protected.

Join me in this free class as I walk you through a simple and easy to follow process for reading, understanding, and taking action based on your account statements.