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 an evening 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 Overpaying for under-performing investments
  • Determining whether or not you can retire early
  • How to choose the "right" investment strategy for your 401k
  • 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 biggest beneficiary of your estate
  • The 9 Keys to Achieving Retirement Success
  • How to rebuild a wounded portfolio

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 50 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!

There are no seminar events planned at this time please check back!