If you’ve ever watched a movie with soldiers preparing for battle, one thing is always the same—soldiers never go into a fight without a shield. Today, a shield takes many shapes and forms, but the purpose remains the same: protect what matters most with a sturdy defense. As you approach retirement, or if you’re already in it, the most important thing to protect is your retirement. Just as every soldier needs a defense, every retirement needs a shield. The Retirement Shield is an educational workshop designed to help you identify and avoid the 4 most devastating retirement mistakes.
Discover the best way for you to take Social Security benefits without
making costly and permanent mistakes.
Find out how you can turn your savings into a reliable stream of
retirement income that will last as long as you do.
Identify opportunities to reduce (or even eliminate) certain taxes in
retirement and keep more of your hard-earned savings
Find out how you can both limit downside risk and potentially