• Inflation – How record-high inflation can erode your retirement plan and what you can do to
prevent it.
• Covid Variants – How the current (and future) variants disturb the market and how to prevent
these market down-turns from affecting you.
• Interest Rates Rising – The Fed has announced several rate hikes in the next few years. Learn
about to use these increases to your advantage.
• Retirement Savings – How to make sure you don’t run out of money!
• Social Security – How can you maximize your benefits and protect your spouse?
• D.C. Legislation – Learn about the pending legislation in Washington and how it can affect
your taxes and finances.
• Longevity Risks – At what age will you likely need assisted care, and how much will it likely
cost?
• IRAs – Could your IRA represent a HUGE financial mistake for you and your family?

• Inflation – How record-high inflation can erode your retirement plan and what you can do to
prevent it.
• Covid Variants – How the current (and future) variants disturb the market and how to prevent
these market down-turns from affecting you.
• Interest Rates Rising – The Fed has announced several rate hikes in the next few years. Learn
about to use these increases to your advantage.
• Retirement Savings – How to make sure you don’t run out of money!
• Social Security – How can you maximize your benefits and protect your spouse?
• D.C. Legislation – Learn about the pending legislation in Washington and how it can affect
your taxes and finances.
• Longevity Risks – At what age will you likely need assisted care, and how much will it likely
cost?
• IRAs – Could your IRA represent a HUGE financial mistake for you and your family?