Learn about the different classes of annuities including charitable gift annuities, immediate and deferred annuities, and indexed annuities.
Learn about the essentials of life insurance, the different kinds of life insurance, and whether we should be using life insurance as an investment.
Learn about the many different styles of investments available to you, including how you can make decisions about which styles of investments are best for you.
Learn how you can prepare for long term care, as well as what can be done when someone requires long term care that you have not prepared for.
Learn how to decipher the complex network of documents for taxes and get specific information about how estate taxes work.
Learn the difference between contributions and conversions with your Roth IRA and determine whether an IRA or Roth IRA is better for you.
Learn how you can get additional tax breaks, how gifting can affect your taxes, and understand how changing administrations can affect your taxes.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
