Unpack the rules, timing strategies, and common pitfalls in claiming Social Security benefits. Learn how to maximize income and cotordinate with other retirement assets.
Simplify the complex world of Medicare with a clear overview of Parts A, B, C & D, enrollment deadlines, and how to avoid costly penalties. Ideal for pre-retirees and client education events.
A powerful, insightful session focused on the unique financial challenges and opportunities women face—especially around longevity, income gaps, and caregiving roles.
Explore key planning strategies for Traditional and Roth IRAs, required minimum distributions (RMDs), recent legislative changes, and rollover considerations.
Virtual Webinars
Starting at $500
Local (within Iowa)
Starting at $750
National Speaking Engagements
Starting at $1,500 + Travel
Conferences or Group Events
Priced by Scope