Latest Past Events

Retirement planning 101 Part 2


This session will be a continuation into building your retirement distribution planning. We will also cover some social security basics and talk about pension plans.

Retirement Planning 101 Part 1


We will start a deeper dive into retirement distribution planning. I have found that most people I meet with don't have a distribution plan in place. I will teach you the basics and why that should be part of your financial wellness program.

Roth IRA/401k vs Traditional IRA/401k


We will cover the differences in the types of plans and pros and cons. If you have both options within your employers workplace plan, which is better? Having a strategy will give you piece of mind!