Educational Seminars

Are you in need of booking a speaker for your church group, civic group, club, etc.

These seminars are for educational purposes only. No specific products or companies are discussed and nothing is offered for sale.
We do not charge a fee for seminar attendees.

Surviving and Thriving in Retirement

When you are approaching or in retirement, what are the important planning decisions you should make so that you can enjoy your retirement years more effectively?

• We’ll offer you a personalized report so that you can maximize your Social Security income for both you and your spouse.
• We’ll discuss “The Four Pillars of Retirement Planning” that everyone should consider.
• We all need income in retirement, so how can you turn your assets into paychecks that you can’t outlive?

This is always an entertaining and educational event and is absolutely free to all attendees. You will leave with valuable, actionable knowledge to help you enjoy your retirement years more effectively.

Understanding your Medicare Options

When we turn 65, most of us sign up for Medicare, and some of us might choose to stay on an employer plan. Before you make these important decisions, it’s best to have an understanding of your options. There is a lot to consider and some choices have lasting impact. Our one hour seminar will help you become familiar with what you can expect when enrolling in Medicare.  If you have already enrolled in Medicare, you will discover all of your Medicare options.

One of Rick’s hobbies is songwriting. Listen to the song he wrote about Retirement.

Call us at (615) 376-8899 for more information and to schedule a seminar.