It’s time for you to gain added confidence
events
attend one of our free workshops
We offer workshops with need-to-know information about retirement. Our goal is to explain how you can increase your income and lower the taxes you pay in retirement. Register for one of our events below to find out more!
Join us for an event
january
thu16jan6:00 pmMedicare & Retirement Workshop6:00 pm Waukee Pizza Ranch
Time
(Thursday) 6:00 pm
Location
Waukee Pizza Ranch
448 SE University Ave Waukee, IA 50263
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
tue21jan6:00 pmMedicare & Retirement Workshop6:00 pm Altoona Pizza Ranch
Time
(Tuesday) 6:00 pm
Location
Altoona Pizza Ranch
465 Center PL Altoona, IA 50009
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
thu23jan6:00 pmMedicare & Retirement Workshop6:00 pm Winterset Library
Time
(Thursday) 6:00 pm
Location
Winterset Library
123 N 2nd Street Winterset, IA 50273
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
thu30jan6:00 pmMedicare & Retirement Workshop6:00 pm Knoxville Library
Time
(Thursday) 6:00 pm
Location
Knoxville Library
213 E Montgomery Street Knoxville, IA 50138
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
february
thu13feb6:00 pmMedicare & Retirement Workshop6:00 pm Carroll IA Pizza Ranch
Time
(Thursday) 6:00 pm
Location
Carroll IA Pizza Ranch
425 US-30 #130, Carroll, IA 51401
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
tue18feb6:00 pmMedicare & Retirement Workshop6:00 pm Franklin Ave Des Moines Public Library
Franklin Ave Des Moines Public Library5000 Franklin Ave, Des Moines, IA 50266
Time
(Tuesday) 6:00 pm
Location
Franklin Ave Des Moines Public Library
5000 Franklin Ave, Des Moines, IA 50266
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you're approaching retirement
more
Event Details
Medicare & Retirement Seminar: Secure Your Future with Confidence
Join us for an informative seminar designed to help you navigate the complexities of Medicare and retirement planning. Whether you’re approaching retirement or already retired, this session will provide valuable insights to help you make informed decisions for your future.
What You’ll Learn:
- Understanding Medicare: Coverage options, enrollment periods, and avoiding penalties.
- Retirement Income Strategies: Maximizing Social Security benefits and managing retirement savings.
- Health & Financial Security: Planning for healthcare costs and creating a sustainable financial strategy.
tue25feb6:00 pmTaxes In Retirement Workshop6:00 pm Christopher's Italian Restaurant
Time
(Tuesday) 6:00 pm
Location
Christopher's Italian Restaurant
2816 Beaver Ave, Des Moines, IA 50310
Event Details
Join us for an educational seminar focused on tax-efficient strategies and managing your Required Minimum Distributions (RMDs). This session is designed to help you minimize taxes, stay compliant with IRS
more
Event Details
Join us for an educational seminar focused on tax-efficient strategies and managing your Required Minimum Distributions (RMDs). This session is designed to help you minimize taxes, stay compliant with IRS rules, and protect your retirement savings.
What You’ll Learn:
- Understanding RMDs: When they start, how they are calculated, and strategies to manage them effectively.
- Tax Implications in Retirement: How RMDs affect your taxable income and strategies to reduce tax burdens.
- Legacy Planning: How to optimize your withdrawals and leave a financial legacy for your loved ones.
thu27feb6:00 pmTaxes In Retirement Workshop6:00 pm Christopher's Italian Restaurant
Time
(Thursday) 6:00 pm
Location
Christopher's Italian Restaurant
2816 Beaver Ave, Des Moines, IA 50310
Event Details
Join us for an educational seminar focused on tax-efficient strategies and managing your Required Minimum Distributions (RMDs). This session is designed to help you minimize taxes, stay compliant with IRS
more
Event Details
Join us for an educational seminar focused on tax-efficient strategies and managing your Required Minimum Distributions (RMDs). This session is designed to help you minimize taxes, stay compliant with IRS rules, and protect your retirement savings.
What You’ll Learn:
- Understanding RMDs: When they start, how they are calculated, and strategies to manage them effectively.
- Tax Implications in Retirement: How RMDs affect your taxable income and strategies to reduce tax burdens.
- Legacy Planning: How to optimize your withdrawals and leave a financial legacy for your loved ones.
march
No Events