Our Calendar

COMPLIMENTARY SEMINARS

 

We invite you to our special complimentary seminars in your area.  In everyday, simple language, Benjie Lloyd as well as guest speakers will discuss strategies that you may consider implementing now.  Here is just a snapshot of the many topics that are discussed:

HEAR 6 STEPS YOU MUST TAKE TO ENSURE YOUR MONEY DURING RETIREMENT WILL LAST AS LONG AS YOU DO!

1.  How can I maximize income during retirement?

2.  What is the effect of high inflation to my portfolio?

3.  Is my money tax efficient?

4.  What is the retirement time bomb?

5.  What assets are at risk if I need long term care?

6.  When is the optimum time to start your Social Security benefits?

7.  What does it mean to be diversified?

8.  How can I minimize or alleviate tax burdens on my spouse and children?

Please join us at one of our upcoming COMPLIMENTARY SEMINARS to learn more about the topics of importance to you and your family.  For more information, please call 1-800-613-2792.

 

UPCOMING DATES

NONE SCHEDULED AT THIS TIME -  HAPPY HOLIDAYS