Focus On Efficiency

This is a NEW workshop that we are announcing!

Register Here →

Focus On Efficiency dinner workshop will cover the following:

  • 5 key questions you should be asking your financial advisor
  • 4 reasons why asset efficiency is now more important that ever
  • The Morningstar analysis
  • Asset stress tests
  • Why taxes are different in retirement and how to avoid key pitfalls
  • Several case studies to show how a few simple adjustments can mean the difference between success and failure


Open To All. No Cost. Dinner Will Be Served After Presentation