Our Free Gift to you.

Also available on Amazon (but not for free).

*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.

Maximizing Social Security & Medicare

Choosing when to take Social Security may be the biggest single decision of your life. And health coverage is only going to get more important as you age. In this workshop, you will learn:

  • Social Security Essentials
  • When to Claim Social Security
  • Medicare Essentials
  • Which Medicare to Choose

Register to attend In Person or Online.

Note: In Person space is limited.

Thursday, October 20th, 6:00-7:00 PM.

Register Now

Investing Before & After Retirement

Investing funds your retirement. How you invest matters, and it changes from working to retired. In this workshop, we will cover:

  • Core Investing Principles
  • How to Invest Before Retirement
  • How to Invest After Retirement
  • How to Transition to Retirement

Register to attend In Person or Online.

Note: In Person is Full. You may still register for the Online workshop.

Thursday, September 15th, 6:00-7:00 PM.

Register Now

Get the Book Free

when you become a RetireMember.

Join to get:

  • Free Book
  • Live Events
  • Bonus Content

Our Free Gift to you.

Also available on Amazon (but not for free).

*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.

Client Corner

Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.

Reducing Taxes in Retirement

Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:

  • The Retirement Tax Bomb
  • Strategies for Lowering Taxes
  • How to Leave the IRS Weeping

Register to attend In Person or Online.

Note: In Person space is limited.

Thursday, November 17th, 6:00-7:00 PM.

Register Now