Events
Surviving Retirement
The Pirate's House 20 East Broad St, Savannah, GA, United StatesAn informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Local retirement and tax planning specialist, Wendy J. Wallace, will discuss techniques and strategies to help…
Medicare Master Class Webinar
WebinarMake the Medicare choice that's right for you! We will cover: Original Medicare Medicare Supplements (Medigap) Medicare Advantage Part D - Prescription Drugs
Tax-Smart Retirement Strategy Event
The Pirate's House 20 East Broad St, Savannah, GA, United StatesDuring this event, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as: • Why taxes may be the biggest retirement risk you have not…
Tax-Smart Retirement Strategy Event
The Pirate's House 20 East Broad St, Savannah, GA, United StatesDuring this event, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as: • Why taxes may be the biggest retirement risk you have not…
Tax-Smart Retirement Strategies
Spanky's Pooler 1221 US-80, Pooler, GA, United StatesYou and a guest are cordially invited to an informational dinner event for area residents 50 and older, who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary dinner immediately after the presentation. During this event, we will reveal techniques and strategies to…
Tax-Smart Retirement Strategies
Spanky's Pooler 1221 US-80, Pooler, GA, United StatesYou and a guest are cordially invited to an informational dinner event for area residents 50 and older, who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary dinner immediately after the presentation. During this event, we will reveal techniques and strategies to…
Educational Seminar: Social Security
The Armstrong Center 13040 Abercorn St, Savannah, GA, United StatesOne of the most important decisions you need to make before you retire is when to claim Social Security benefits. Many retirees apply for Social Security before reaching full retirement age. By doing so, they may significantly and permanently reduce the benefit that they - and possible their spouses - could receive over a lifetime.…
Cash Alternative – Put Your Lazy Money to Work
FeaturedTubby's Tankhouse Thunderbolt 2909 River Dr,, Thunderbolt, GA, United StatesAn informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Local retirement and financial planner, Wendy J. Wallace, will share information about a new opportunity you…
How will Inflation, Taxes, and the Next Recession Affect Your Retirement?
The Pirate's House 20 East Broad St, Savannah, GA, United StatesAn informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Understanding the larger picture will help us better prepare! How we help our clients retire with…
How will Inflation, Taxes, and the Next Recession Affect Your Retirement?
The Pirate's House 20 East Broad St, Savannah, GA, United StatesAn informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Understanding the larger picture will help us better prepare! How we help our clients retire with…