Broker Check

Insurance, Tax, Financial & Estate Planning

636-720-1900

Securus Senior Planning Solutions BBB Business Review

Client Login

Events

Retirement Planning Dinner Event

June 13, 2017

6:00p - 8:00p Central Standard Time

Bartolino's South

For 17 years Securus has been educating our community, so this event is a perfect opportunity to learn about different planning strategies for retirement all while enjoying a meal on us! - Market Volatility | How do you help protect your retirement from another downturn? - Risk | Do you know what yours currently is? Have you ever measured it? - Will you outlive your retirement savings? (3 out of 5 today's retirees will) - Retirement Income | Are you benefiting from the latest strategies? - The missing estate plan | Passing on your IRAs, 401Ks and other retirement accounts. - How to reduce or eliminate taxes n your Social Security and investments.

 

Financial Survival for Retirement

August 1 - August 8, 2017

6:00p - 8:00p Central Standard Time

St. Charles Community College, Learn For Life

This two part series will help expand your understanding of financial planning, the mysteries of Social Security and make the most of market gains. In this course, you will gain the knowledge to navigate those topics with ease as well as learn to avoid the common pitfalls of retirement. With examples from the perils of both 9/11 and the 2008 Meltdown, you will discover how to use taxes to YOUR benefit, how to protect your life savings from the threat of the Healthcare Catastrophe, and how to make sure your heirs are protected from probate. Tuition is $49 per couple. This event is a two-part series and you must attend both dates. Click the title above to view the syllabus and register online, or call (636) 922-8233.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.