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Upcoming Events

Get the information you need to help pursue your goals.

ATTEND AN UPCOMING EVENT

Join us for an engaging presentation in a relaxed setting at one of our free seminars or at one of our virtual web seminars. We cover common financial concerns, including ways to create income to help support your desired lifestyle, how to use insurance products to leave a legacy for your loved ones and strategies that can help cover unexpected medical expenses.

For our SEMINARS we have these available:

How to Survive the Perfect Storm with Kevin Arquette March 9th at Eddie V's Prime Seafood

Do you have a 2021 readiness plan?

Are you prepared for the future?

  • How can stimulus and government spending impact your retirement?

 

  • More stimulus is coming. What does that mean for your taxes?
  • Can your current strategy carry you through another market correction?
  • Taxes will be going up in the future. Does your current strategy capitalize on low tax rates now to build tax-free savings for your future?


For our Webinars we have these available:

Retirement Tax Storm Webinar with Kevin Arquette on March 11th

Are You Ready to Pay Thousands More in Taxes?

Can Your Retirement Withstand the Tax Storm?

  • Discover the three primary reasons a tax storm may be approaching.

 

  • Learn 3 steps you can take now to help keep your money in your family.
  • See why you may be in a higher tax bracket in retirement and why it could be worse in the future.
  • Find out how you may be able to leverage today's historically low tax rates before it's too late!

Our learning events are so popular, they tend to fill up fast. Secure your spot at our next presentation by filling out this form:

Attend an Event

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SCHEDULE your APPOINTMENT

Request your appointment using the form below, and we’ll reach out to you as soon as possible to schedule a meeting time.

CTA – Schedule an Appointment