Serving the greater Albuquerque New Mexico area

Education

Educational Retirement Workshop

1. Annuities; the Good, the Bad and the Ugly

– Why you should consider these often mis-understood financial vehicles

2. IRAs, 401Ks, and other retirement accounts

– How to best use them in retirement

3. Tax Free Income; Myth or reality

– Can you have more spendable money?

4. Medicare; the basics you need to know

– Seats are limited, so please call or email me to reserve your seats. If you have a significant other, I encourage you both to attend. You may invite another couple to attend – just please call or email me so I can let you know if seats are available.