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Upcoming Workshops


You are invited to join Lisa Bussenger for our Educational Programs designed for retirees or those retiring soon. You will learn the very latest financial planning strategies designed to help you protect your assets, lower your portfolio fees and pay less in taxes!


Topics that will be covered:


Maximizing the tax efficiency of your portfolio by using tax-advantaged strategies


Utilizing Social Security maximization strategies to ensure you get the most out of your entitlements


Guarding your assets and your loved ones from potentially devastating expenses by using long term care strategies that don't require paying enormous premiums


Developing "low risk" strategies that are designed to deliver better after tax returns than traditional money market, CD, or government bond options