If you own a 401(K), IRA, 403(B) or any other retirement account and you are between the ages of 64-72...
Pay Close Attention

In the past you may have attended a "free dinner" seminar, and you may not have been fully informed.  We are here to help provide an education to those that may need it most, retirees or those nearing retirement.  We help you gain the knowledge necessary so you are empowered and enlightened.

No Product Sales - No biased Advice - No investment propositions

The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 1/2 years old.  They are complex and unforgiving rules.  If you don't follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.

This presentation is provided as a public service to retirees or those nearing retirement in the area.  This is not a sales seminar and the Workshop is Free and no obligation.