Broker Check

Classes

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 24, 2020

6:30p - 9:30p

La Salle University

Changing World of Retirement Planning (3/24 & 3/31)

TWO DAY COURSE: Learn how to shield your assets from rising taxes, maximize Social Security, avoid the three pitfalls of retirement distributions and decide if a Roth Conversion is right for you.

March 18, 2020

6:30p - 9:30p

La Salle University

Changing World of Retirement Planning (3/18 & 3/25)

TWO DAY COURSE: Learn how to shield your assets from rising taxes, maximize Social Security, avoid the three pitfalls of retirement distributions and decide if a Roth Conversion is right for you.

February 25, 2020

6:30p - 9:30p

Rider University

Changing World of Retirement Planning (2/25 & 3/3)

TWO DAY COURSE: Learn how to shield your assets from rising taxes, maximize Social Security, avoid the three pitfalls of retirement distributions and decide if a Roth Conversion is right for you.

February 19, 2020

6:30p - 9:30p

Rider University

Changing World of Retirement Planning (2/19 & 2/26)

TWO DAY COURSE: Learn how to shield your assets from rising taxes, maximize Social Security, avoid the three pitfalls of retirement distributions and decide if a Roth Conversion is right for you.

October 1, 2019

6:30p - 9:00p

Changing World of Retirement Planning

Changing World of Retirement Planning

September 26, 2019

6:30p - 9:00p

Changing World of Retirement Planning

Changing World of Retirement Planning

Event Registration