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Events

What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets?

These are just some the questions that Steve addresses with retirees and soon to be retirees in his classes. You and a guest are invited to join us for an eye opening educational event where you will learn about these ideas and many more designed to help continue to grow your nest egg, while potentially reducing taxation on your hard-earned life savings.

These events fill up quickly, so make your reservation today!

In order to register please click the applicable grey register button and indicate which event you are interested in, or call toll free 1-888-333-3818.

 

February 5, 2019

6:00p - 9:00p

The Foundry- Manchester

New Rules of Retirement

Recent changes in the tax code may benefit you in preventing Uncle Sam from becoming the primary recipient of your retirement account. Times have changed, and so has planning for retirement.

 

February 13, 2019

6:00p - 9:00p

The Foundry- Manchester

New Rules of Retirement

During this event, Steve Davis will share some ideas and strategies to help you potentially increase retirement income.Making sure you do not outlive your money is one of the most important issues in retirement planning.

 

February 26, 2019

6:00p - 9:00p

The Granite Restaurant- Concord

Survive During Retirement- Concord

Making sure you do not outlive your money is one of the most important issues in retirement planning. During this event, Steve Davis will share some ideas and strategies to help you potentially increase retirement income.

 

March 6, 2019

6:00p - 9:00p

Granite Restaurant & Bar at the Centennial Inn

Plan Well, Retire Well- Concord

Learning how to avoid costly mistakes, may be the best investment you can make. During this event Steve Davis will share some ideas and strategies to help you potentially increase retirement income.

Event Registration

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