What we’re about
This group is for pre-retirees and retirees who want an understanding of all the facets of the comprehensive and holistic retirement planning. The financial world has changed over the years. Having your goals and needs in mind, this class will give you the knowledge to make the best of it.
Topics include: Solid Financial Foundation, Financial Legacy Planning, Investments, Medicare, Medicaid, Estate Planning, Taxation, Reverse Mortgages, Employer Plans, Social Security, Life Insurance, Long-Term Care, IRAs and Roth IRAs.
* CPAs, insurance agents, lawyers, investment advisors. Due to the intellectual property and privately designed strategies we require a $1,000 advance fee and an NDA signed prior to attendance. We do check all professional and licensure databases prior to the event and will not admit anyone without the fee and NDA.
** No children, no pets, recording devices, or photography permitted. We do not permit any salespeople or attendees to promote or use this venue to solicit sales. (Respectfully, do not attempt to use this venue to intrude or bother any of the attendees as they are attending this event to learn. You will be escorted out if you attempt to sell any goods or services at this event)
Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman .
