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Investing Before And After Retirement

ByFreeman Linde, CFP®

Investing Before & After Retirement

Learn the Strategies for Investing for and Transitioning into Retirement

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Watch the Workshop

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Maximizing Social Security & Medicare

Maximizing Social Security

October Workshop

You’ll learn how Social Security works and how to optimize this critical retirement income.

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Premiered October 20th

Reducing Taxes Over Your Lifetime

Reducing Taxes in Retirement

November Workshop

You’ll learn how to keep more of your money with strategies that will leave the IRS weeping.

Watch Workshop

Premiered November 17th

Estate Planning Essentials

December Workshop

You’ll learn how to direct your assets where you want, not to lawyers or the government.

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Premiered December 15th

Frequently Asked Questions

Couples who are within ten years of retirement with between $200,000 and $2,000,000 in retirement savings and investments will benefit the most from this workshop. The content will be less relevant and the strategies less effective for those outside of this age range and savings level.

No. These are educational workshops to teach attendees strategies, not sell them products. There is no chicken dinner. Additionally, the speaker is a Fee-Only Fiduciary Financial Planner, meaning they do not, will not, and can not sell insurance and annuity products.

In addition to the education and strategies that could save you or make you thousands of dollars, each household will also get a book, workbook, and action items to continue their educational journey.

No. Information will be given on how to redeem a no-cost no-obligation consultation if you would like individualized help applying the knowledge learned in the workshop. There are no products for sale.

The exact room details and parking info will be sent out the week before the event.

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This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

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