Live Retirement Planning Events & Classes
Attend a live retirement planning event or class for in-depth education on planning for a confident and independent retirement.
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Upcoming Events
The Changing World of Retirement Planning™
A comprehensive retirement workshop focused on teaching you how to maximize deductions, use tax changes to your advantage, and how to use creative tax strategies to help protect your future.
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Past Events
Two Experts. One Goal. Zero Tax.
Join us as we host Ed Slott and David McKnight on Tuesday, May 16th, at 6:30 PM at the Newtown Theatre – Two of the most acclaimed retirement planning authorities in the nation – Together – in one night!
The Changing World of Retirement Planning™
Session 2: October 3rd & 10th
A comprehensive retirement workshop focused on teaching you how to maximize deductions, use tax changes to your advantage, and how to use creative tax strategies to help protect your future.
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