Learn the Secrets of Retirement

Investing | Social Security | Taxes | Planning

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About the Speaker

Freeman Linde

Investing Before & After Retirement

Investing Before & After Retirement

You’ll learn how to invest before, transitioning into, and after retirement.

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Maximizing Social Security & Medicare

Maximizing Social Security

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

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Reducing Taxes Over Your Lifetime

Reducing Taxes in Retirement

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

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Estate Planning Essentials

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

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Key Workshop Benefits:

3D Retirement Income

Get a Free Book!

Registering for any Workshop entitles you to our book, free!

Crossing Fingers

Discover Dangerous Myths!

There are a lot of financial myths and bad products out there. What you don’t do is nearly as important as what you do.

Standing on a Mountain

Learn Key Strategies

A successful retirement is built on financial strategies not products. Learn and master them.

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 these workshops. 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, everyone gains access to 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.