Available Courses

60-Minute, Social Security Maximization Course

Ready to get your FREE Social Security Maximization Guide? Learn The 4 Social Security Benefits you are entitled to and how to verify you are getting the right amount! Understand Your Filing Strategies and how they impact your benefits and your spouse's benefits. Getting Started Checklist to avoid the common mistakes people make when claiming benefits.

Free

Creating a Tax Savvy Retirement Offer

Learn how to protect your retirement from the IRS and avoid running out of money (even if you only have $250,000 saved). Agenda: What the rising US National Debt could mean for your retirement What makes 2020 an especially difficult year for those close to retirement A strategy designed to shield your hard-earned money from rising tax rates

Free

Retirement Planning 101 - On Demand Couse

Worried about retirement? Wondering what it takes to retire? How much money do you need? How can I retire early? Discover the answers to these questions and more. The course is broken up in to 10-15 minute videos, each video features a single area of concern with step-by-step action items designed to help you build your personal retirement plan.