PAYING FOR COLLEGE WITHOUT GOING BROKE!

Attendees earn SAGE Tuition Reward Scholarship Points valued at $500

Late stage families with students already in high school learn to:

  • Pay for college without derailing retirement or amassing unmanageable debt
  • Use student and parent tools that earn scholarships
  • Identify their student's best-fit career, supporting majors and college.

Early stage families with grammar school students or younger learn how to:

  • Maximize savings for college
  • Use parent strategies that earn scholarships
  • Guarantee college costs are covered.

RETIRING IN THE NEXT FIVE YEARS
 

Receive a complimentary Retirement Income Analysis:  

Identify key factors before making the decision to retire:

  • Conservative retirement income strategies with inflation hedges
  • Consider the risk of the rising cost of healthcare 
  • Longevity and the risk of outliving your assets
  • Income taxes throughout retirement  the largest expense in your golden years
  • Optimizing Social Security
  • Safely withdraw from your nest egg without running out of money
  • So many ways to cover the cost of long term care.  Which is best for you?
  • Tax efficiently transfer assets and wealth to your heirs.

WHAT IT TAKES TO BE A MULTI-MILLIONAIRe

Create your personal wealth solution:

  • Finding hidden wealth leaks
  • Finding money – cash flow miracles
  • Protecting yourself and your family in ways that are cost effective
  • Saving for emergencies and longer term needs
  • Understand the cost of interrupting the compounding in your savings and investments
  • Maximizing employer benefits
  • Create your personal wealth and retirement that is in alignment with who you are and what you want to accomplish.

>> Contact Us today to schedule an appointment or find out more about upcoming Seminars.