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