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Taxes & Retirement
September 22, 2021
2:00 PM - 3:00 PMTax planning matters at every stage of your career. Learn about smoothing out your tax brackets during retirement, the Golden Planning Opportunity, and more. - Read More
The Psychology of Money: Managing Debt and Taking Control of Your Financial Life
October 13, 2021
2:00 PM - 3:00 PMLearn why we end up in debt, and how we can ground ourselves to a financial purpose in order to keep ourselves out of debt. - Read More
Setting Up Your Financial Road Map – Agent to Broker
November 3, 2021
2:00 PM - 3:00 PMIf you want to become a broker, grow a team, and build a solid foundation that will increase your net worth, join this workshop to hear Sabrina Lowery’s journey from agent to broker in less than 7 years. - Read More
4 Ways to Exit Your Business & 4 Ways to Reduce Taxes on Your Exit
December 15, 2021
2:00 PM - 3:00 PMLearn how can you get the highest value for the business you have created, and what can you do today to manage taxes on these gains to keep more for your financial independence.
