Successful Retirement & Financial Strategies for Today's Economy

I want to personally invite you to be my guest at our next workshop on Retirement & Wealth Strategies. As my special guest, I am inviting you and your friends to enjoy a luncheon designed to help you understand issues facing your investment, pre-retirement and retirement planning needs. This presentation will equip you with the facts you need to prepare for a financially secure future.


Here you will learn how to seek maximization of your income, gain more from your investments, and protect your hard-earned money from inflation, income taxes and erosion due to possible long-term care needs. This workshop will show you a conservative approach to wise money management and will identify lifestyle decisions facing retirees. The information you receive from this event may pay dividends for the rest of your life.

Learn Powerful Financial Strategies Such As:

  • Where to put your money in these volatile times.
  • 6 Mistakes Retirees Make with their Finances and How to avoid them.
  • Fees: Are you paying too much?
  • Determining whether or not you can retire early.
  • How to choose the "right" investment strategy for your 401(k).
  • IRA Tips: Should you convert from a traditional to a Roth IRA?
  • How to improve the performance of your IRA.
  • How to avoid future taxation of your social security benefits.
  • How to keep "Uncle Sam" from being the primary beneficiary of your estate.

This special event will be hosted by Bill O'Neil and Mark O'Neil. Bill and Mark are both Chartered Retirement Planning Counselors® (CRPC) who have a combined 40 years of successful financial planning experience. This is strictly an educational workshop. There is no charge or obligation to attend. It will be time well spent.

Our workshops fill up quickly. To guarantee your seats, please call our reservation coordinator at 800-945-6418 or register online by clicking here. You won't want to miss this informative presentation that will deliver insightful strategies towards a rewarding financial future!

If you received an invitation for the following seminars, you can register online by clicking the link below your desired date:

No Seminars Are Scheduled At This Time.

More Will Be Added Soon, Please Check Back!

Seating is limited. To make your reservations, please click here or call (800)945-6418.