Broker Check

Join us for an Educational Discussion

LEARNING HOW TO AVOID UNNECESSARY RETIREMENT MISTAKES MIGHT BE THE BEST INVESTMENT YOU CAN MAKE!


You are invited to join Lisa Bussenger for our Educational Programs designed for retirees or those retiring soon. Lisa will explain the latest IRA rules and tax savings strategies, along with common costly mistakes that are easily avoided.

Topics we will cover:

The Simple Solutions to Retirement

How to avoid paying taxes on Social Security

How to avoid unintentionally disinheriting your family

Can you prevent outliving your money?


If you have a traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457, you should attend this informative program.