Life Planning

Retirement planning does not just happen! In the past, many people have relied on their pension, Social Security, and retirement benefits to ensure a comfortable retirement. Today, retirees must be much more savvy about retirement planning and investing to ensure a financially secure retirement. This workshop is intended to help "arm" participants with the right information, in the right timeframe, to affect successful retirement planning.

This program introduces a variety of retirement related topics and experts. Industry experts will present in the following areas:

  • Retirement Planning
  • Pensions, Deferred Compensation and 401K programs
  • Investment Options
  • Estate Planning

We are conveniently located in Upper Marlboro, Maryland, in Prince Georges County and can host your small-group training programs here or we can come to you anywhere in the Mid-Atlantic region.