Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.

Topics covered are:

• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.

• Estate planning – Everything you need to know about wills and trusts.

• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.