Teach attendees how to maximize social security benefits and understand different filing strategies for those who have not yet filed, or filed recently.
Educate on minimizing taxes in retirement for pre-retirees and those who are already retired.
Provide retirement planning tips and recommendations for those nearing retirement or who have just retired.
Prepare students and their parents for college by teaching them how to save and potentially reduce college costs.
Discuss how to protect estate assets and avoid unintended consequences.
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