Are you retired, or nearing retirement and looking for confidence to take the next step?   Sean will cover various topics:

Risk- How you may dramatically increase interest earnings- while safeguarding your investment from risk. 

2023 Taxes- How rising debt could significantly impact your tax burden in retirement

Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?

IRA/401K Management- What are your options if you have recently left your employer or experienced losses?  Is rollover or conversion an appropriate option for you? 

Inflation- How much purchasing power could you lose in the next 5, 10 or 15 years?

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.