Preview Mode Links will not work in preview mode

The Retirement Playbook

Dec 23, 2018

Segment 1 - Class information, explaining annuities, DIY portfolios?
Segment 2 - Measuring investment success, baby boomer retirement concerns


Dec 19, 2018

Come join us at 1 of 2 locations! 6:30 to 8:30 PM

Call and ask about the "Early Bird Special" pricing for those enrolled by 12/26/2018!

(423)664-4203



Dec 9, 2018

The Retirement Playbook with Rick and Granger Hughes

Segment 1 - When to claim Social Security (SS Maximization report giveaway), emotional investing
Segment 2 - Medicare open enrollment, preparing for retirement taxation, "guaranteed income"


Dec 3, 2018

The Retirement Playbook with Rick and Granger Hughes

Segment 1 - (Tax Free Retirement giveaway), mid-terms & the market, retirement planning mistakes
Segment 2 - Annual election period, balancing investments and guaranteed income, retirement "buckets"


Nov 26, 2018

Segment 1 - Annual election period, the difference between different types of annuities

Segment 2 - Retirement tax strategies (complimentary portfolio analysis giveaway), a "simple way to beat a bear market"