The "Midyear Market Update" Lunch & Learn is now full! If you aren't on the list of those able to attend in person, we will send the full recording out on Friday.
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop!
Join us for an evening of tailgating, socializing, and baseball at Principal Park on Friday, June 23rd. The tailgate starts at 4:00 PM near Lot 2. We will have burgers, hot dogs, sides, and cold beverages. We will head into the park at 6:30 PM to watch the Iowa Cubs take on the Memphis Redbirds. […]
Studies show that the happiest retirees are those who find ways to cultivate connections and find purpose. Lisa Even, self-proclaimed Joy Connoisseur, will lead us through a workshop focused on making joy your job in retirement. During the event, we will discuss creating a joy mindset and joy calendar. Lisa is a speaker, a coach, […]
You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different! Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a […]
This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop!
You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different! Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a […]
You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no different! Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a […]
Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you […]
Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you do.
