Events

Understanding Different Retirement Income Strategies

If you are Preparing for A Satisfying Retirement; or already comfortably retired and Inflation, Taxation, the Banking Crisis, and Stock Market Volatility is leaving you feeling a bit uneasy- or you know you need to turbo charge your retirement savings and build and/or rebuild personal wealth, REGISTER TODAY, and join the conversation. Expect to have a little fun and learn some meaningful information that may help Approach Retirement with Added Financial Confidence! And of course please....Invite, Share and Bring a Friend...

You're invited...

Join us on Monday May 1st from 6-7 pm (CST) 7-8 (EST) for a lively conversation about the SMART Woman's Guide to Financial Success. Join other SMART Women and expect to have a little fun while learning some sound financial and investment planning strategies that can help you face your future with added financial confidence. And as always, INVITE, SHARE and Bring a Sister/Friend! Are you prepared for that possibility? 

Don't Let Your Retirement Savings Goals Get You Down

Understanding Different Retirement Strategies

Inflation and stock market volatilely is at an all-time high, and if you are “Preparing for A Satisfying Retirement” or already comfortably retired this these events might have you a little uneasy. If so, REGISTER TODAY and join the conversation. You will learn some meaningful information that may help you feel good about your retirement strategies.

Opportunities and Changes for Retirement Investors.

The SECURE Act 2.0 will usher in many changes that WILL significantly impact your Retirement Income and Lifestyle. Join us, via Zoom, on Monday February 6th at 6:00 PM CST/ 7:00 EST and "Learn What You Need to Know" so you can become better prepared to have enough income in retirement.

SMART Women Invest (in person) Friday Monthly Lunch Series

You can't anticipate everything. but a well thought out and written financial "Game Plan" and strategy can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

Solutions for retirement realities (In Person Presentation)

You can't anticipate everything. but Allianz 222 Annuity can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

Solutions for retirement realities.

You can't anticipate everything. but Allianz 222 Annuity can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

Don't Worry... RETIRE HAPPY!

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

The SMART Woman's Guide to Financial Success

When it comes to "Retirement" planning and building and rebuilding personal wealth, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Join the conversation with other like-minded women and learn the 5 Strategies to Help You Confidently LEAD Like a Woman!

The SMART Woman's Guide to Financial Success

When it comes to "Retirement" planning and building and rebuilding personal wealth, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Join the conversation with other like-minded women and learn the 5 Strategies to Help You Confidently LEAD Like a Woman!

Don't Worry... RETIRE HAPPY!

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

Retirement Savings Challenges for Women...

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

Retirement Savings Challenges for Women...

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

#SMART Women Finish Strong,,,

#SMART Women Finish Strong is a Financial and Empowerment Focus Group for Women by Women. I am SO EXCITED and I sure do hope you can join me,, "SEE" you this Friday, and as always feel free to invite a friend!

Solo (k): Big Opportunity for the Solo Entrepreneur....

The perks of being self-employed are plenty but there is at least one significant drawback: the lack of an employer sponsored retirement plan. If you are a self-employed business owner with no full-time employees or report 1099 income you owe it to yourself to join our upcoming Solo 401 k) webinar. Learn how to quickly save for retirement and reduce taxes

Solo (k): Big Opportunity for the Solo Entrepreneur....

The perks of being self-employed are plenty but there is at least one significant drawback: the lack of an employer sponsored retirement plan. If you are a self-employed business owner with no full-time employees or report 1099 income you owe it to yourself to join our upcoming Solo 401 k) webinar. Learn how to quickly save for retirement and reduce taxes

Solo Entrepreneurs: More in Your Pocket than Uncle Sam's...

You've worked hard all year as the sole proprietor of a business with no employees. All that hard work has paid off, and business is flourishing. Now is the time to put those hard-earned dollars to work for you. Join us and learn how a Solo (k) can help pave your path to your long-term financial independence.

Virtual Happy Hour with a Purpose....

Retire Happy! SECURing Your Retirement Legacy

The recent market dives, coupled with trying to understand the impacts of the SECURE Act, has many people worried about retirement. Particularly retirees and those nearing retirement. If you have questions or concerns, make plans to join the conversation where we will discuss the opportunities brought about amidst the recent changes.

Retire Happy! SECURing Your Retirement Legacy

The recent market dives, coupled with trying to understand the impacts of the SECURE Act, has many people worried about retirement. Particularly retirees and those nearing retirement. If you have questions or concerns, make plans to join the conversation where we will discuss the opportunities brought about amidst the recent changes.

The SECURE Act and What You Need to Know

Baby Boomers everywhere are either retired or getting ready for retirement. Because the SECURE Act changed the retirement rules, retirement strategies also need to change. Learn the new rules and how you can be more prepared for the future.

The SECURE Act and What You Need to Know

Baby Boomers everywhere are either retired or getting ready for retirement. Because the SECURE Act changed the retirement rules, retirement strategies also need to change. Learn the new rules and how you can be more prepared for the future.

SECURing Your Retirement Legacy: Part I

Women Interested in Money & Purpose

Join other women like yourself at our Inaugural Women Interested in Money and Purpose Financial workshop. Together let's learn how to leverage our natural strengths as Women and Learn to anticipate and prepare to meet the financial realities of LIFE!

Retirement Income Lifestyle and Legacy Planning

Creating Legacies by Growing, Protecting and Positioning Assets for Generational Wealth Transfers