Broker Check
<strong>What keeps you up at night?&#160;</strong>

What keeps you up at night? 

Are you aligning your retirement strategy with your lifestyle goals?

Are you staying ahead of inflation and its impact on your buying power? 

Are you avoiding common mistakes in Estate planning? 

Are you aware of Long-Term Care alternatives? 

Have you planned for taxes in retirement? 

As a comprehensive retirement planning workshop Modern Retirement Planning will answer all of the above questions and will allow you to get one on one professional advice during a time when you need at most. Designed for students age 50+ and typically taught through the adult education program at Cuesta College as an unbiased resource with no sales tactics. 

Learn more about Modern Retirement Planning