Seminars / Events
The Retirement Survival Workshop
Topics to be Discussed
- How to protect your hard earned assets in the event of a catastrophic illness and avoid Medicaid spend down
- How to reduce Income Taxes on your Social Security Benefits
- How to lower your Income Taxes
- How to avoid Probate
- How to create an income stream that you, nor your family will outlive
- How to create a safe retirement nest egg in today’s unstable markets with guaranteed returns
- If your home is currently in a trust, you NEED this information.
- Learn the difference between revocable living trusts and irrevocable trusts
- How to finally achieve piece of mind in Retirement
Upcoming Events
We are busy planning workshops for 2019. If you have suggestions, please let us know!
*Reservations and qualifying call are required.
Past Event Locations
- Sierra Vista, AZ Windemere Hotel
- Goodyear, AZ- Hampton Inn & Suites
- Sierra Vista, AZ -Holiday Inn Express
- Glendale, AZ - Residence Inn Marriott
- Surprise, AZ - Holiday Inn Express
- Peoria, AZ - Peoria Chamber of Commerce
- Casa Grande, AZ - Holiday Inn
- Scottsdale, AZ - Courtyard Marriott
- Goodyear, AZ - Hampton Inn & Suites
- Prescott, AZ - Laquinta Conference Center and suites
- San Luis Obispo, CA - Hampton Inn
- Paso Robles, CA - Holiday Inn Express
- Santa Maria, CA - Santa Maria Inn
- Green Valley, AZ - Wyndham & Quail Creek
- Scottsdale, AZ - Tommy Bahama