Archives Events

Tax Diversification and Retirement: What You Need to Know

Tax Diversification and Retirement: What You Need to Know Please join us for an educational webinar about the important strategies that have helped many of my clients protect their income from unnecessary taxation in retirement. We will be hosting two events on Tuesday, October 10, 2023 at 6:30 PM ET and Wednesday, October 11, 2023, […]

Enhancing Family Communication – Legacy Planning workshop

Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.  On this educational webinar, Stan will share: The ability to instill our legacy in […]

MyFedLife Workshop

MyFedLife Workshop Live Webinar This webinar on Federal Employee Benefits and Retirement, will help government employees better understand where they are today, and what they will need to do to reach their retirement goals tomorrow. Topics will include: Those who attend are eligible to receive a Complimentary Benefit Analysis, which will illustrate your future retirement income, […]

MyFedLife Workshop

MyFedLife Workshop Live Webinar This webinar on Federal Employee Benefits and Retirement, will help government employees better understand where they are today, and what they will need to do to reach their retirement goals tomorrow. Topics will include: Those who attend are eligible to receive a Complimentary Benefit Analysis, which will illustrate your future retirement income, […]

The Power of Generosity – Legacy Planning workshop

Shared on this educational webinar: Instilling a mindset of generosity has transformative power. Shifting the focus to helping others and away from self-focused thought and action can foster the growth of positive virtues. Your family has a lot to offer, and it isn't always money. When individuals shift their focus away from their own needs […]