Dinner Workshop Series

Practical Tax Solutions for the Retirement Years

Do you like paying taxes? Would you like to pay less tax? Are you paying more than your fair share? If these are concerns of yours plan to attend one of our informative and entertaining dinner workshop series. Come prepared to enjoy a good meal, perhaps win some door prizes, and be entertained. You will leave with several practical ways to reduce your tax burden. Whether it is reducing tax on investment earnings, making sure your children don't have to pay estate taxes or avoiding the dreaded Tax on Social Security Benefits, John will explain how you can accomplish your goal of keeping more and paying less.

Ten Smart Ideas for a Slightly Crazy World

Are you a little uneasy about stock market volatility, corporate scandals or the future of health care? Do you suffer from information overload? Do you know the difference between bond fact and bond fiction? Just how bad is Probate? Things have changed in the financial world but some smart ideas still apply. Join us for  a good meal and let us help make sense out of this slightly crazy world we live in today. We can help you learn to reduce market volatility, inflation proof your income and reverse the shrinking income syndrome.

 The American Retirement Crisis

The hurdles retirees must face to stay retired and workers face to reach retirement.

Our dinner workshops generally last 1 1/2 hours (50 minute presentation followed by dinner) and are held at upscale local restaurants. They are open to adults only and only by reservation.

Contact Ann Rohling at 205-871-9993 ext 250 for our Winter/Spring Schedule or check our Calendar at this web site