Topics include:

• Social Security Planning

• Retirement Planning

• Thriving in Retirement

• Estate Planning - Common Mistakes

• Tax-efficient Charitable Giving

• Roth or Not to Roth

• Investment Basics

Need a presentation on another topic ? Let me know! With over 30 years of experience (and knowledge) it’s very likely that I can accommodate your needs.

This is what I love to do most!