Broker Check

Events

September 12, 2018

Santa Fe Community College

New Tax Law Changes / $49

Congress passed sweeping changes to the tax code in December 2017. This seminar will educate you on those changes.

 

September 15, 2018

9:00a - 1:00p

Santa Fe Community College

Social Security & Medicare / Cost $59

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

 

September 19, 2018

5:30p - 8:30p

Santa Fe Community College

Financial Management / Cost $49

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.

 

October 3, 2018

5:30p - 8:30p

Santa Fe Community College

Retirement Income / Cost $49

Helping Your Money Last in Retirement.

 

October 10, 2018

5:30p - 8:30p

Santa Fe Community College

Income for Life / Cost $49

Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the answer is no. That is because a lifetime of investing and saving can be eroded by taxes, inflation, and poor investments. Fortunately, there are strategies to help address your long-term income needs. Find out how an annuity could help you accumulate retirement funds, manage taxes, fight the effects of inflation, and generate an income you cannot outlive.

 

October 13, 2018

9:00a - 1:00p

University of New Mexico - Los Alamos

Social Security & Medicare / Cost $55

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

 

November 7, 2018

5:30p - 8:30p

Santa Fe Community College

IRA Planning Strategies / Cost $49

Tax-Saving Strategies to Help You Get More Out of Your IRA.

 

November 8, 2018

6:00p - 8:30p

University of New Mexico - Los Alamos

Retirement Income / Cost $45

Helping Your Money Last in Retirement.

 

November 10, 2018

9:00a - 1:00p

Santa Fe Community College

Social Security & Medicare / Cost $59

Many of us have paid into Social Security and Medicare for 30 to 40 years. Why not spend a few hours learning about these programs to better understand your options?

 

December 6, 2018

University of New Mexico - Los Alamos

Tax Law Changes / $45

Congress passed sweeping changes to the tax code in December 2017. This seminar will educate you on those changes.

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