Join us for an informative retirement planning workshop.
Custom Retirement Solutions welcomes you to join us at one of our complimentary, no-obligation Retirement Planning online seminars. Our educational workshops are free and open to the public!
During an online workshop, attendees learn:
For those in retirement…… How Can I Protect My Assets In Retirement?
- Will I outlive my Assets?
- How are your assets invested now that you are retired?
- How do I keep more of my money and pay less taxes?
- How do I keep assets within the family (kids)?
For those near retirement ….. When & How Can I Retire?
- When can I retire?
- How does Social Security work? How can I maximize Social Security?
- How much risk am I taking with investments / Retirement Plans? Does it need to be changed since I am older and near retirement?
- How much will I need to retire?
Nothing is sold at our online seminars. These workshops are focused on teaching you how to integrate planning strategies into your retirement plan. Reservations are required.
Custom Retirement Solutions welcomes you to join us at one of our complimentary, no-obligation Retirement Planning online seminars. Our educational workshops are free and open to the public!
During an online workshop, attendees learn:
For those in retirement…… How Can I Protect My Assets In Retirement?
- Will I outlive my Assets?
- How are your assets invested now that you are retired?
- How do I keep more of my money and pay less taxes?
- How do I keep assets within the family (kids)?
For those near retirement ….. When & How Can I Retire?
- When can I retire?
- How does Social Security work? How can I maximize Social Security?
- How much risk am I taking with investments / Retirement Plans? Does it need to be changed since I am older and near retirement?
- How much will I need to retire?
Nothing is sold at our online seminars. These workshops are focused on teaching you how to integrate planning strategies into your retirement plan. Reservations are required.
Upcoming Workshops
All Workshops are ON-LINE and reservations are required. We hold various online workshops throughout each month. Please call 716-206-0346 to learn more about our workshops and make a reservation. Or complete the online form below.
Reserve Your Spot
To reserve your seat(s) to an upcoming workshop, call (716) 206-0346 or please fill out the form. Space is limited and reservations are required. We look forward to seeing you!