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Dine and Learn Event

This educational seminar will help you answer many questions and put you on the right track for your retirement. 

  • In one simple program, learn how to develop a portable, self-directed strategy to create tax free wealth and provide educational funding. 
  • Learn how balancing taxable and tax-free income streams help to minimize federal income tax.
  • Income planning and cash flow: How a tax-free retirement plan can help you avoid outliving your retirement savings.
  • Why 401K/403B plans are NOT the best retirement option.
  • Your mortgage: Why paying it off may be a huge mistake!

Reservations are required and seating is limited. Reservations will be taken until our seating capacity is reached so please call the number on the postcard you received.  This event is by invite only. This is an educational program. There is no cost or obligation, and nothing will be sold. 

View a gallery of photos from one of our recent events at J Timothy's Restaurant.  Click here.

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