Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Your Journey to Retirement Starts Today!

Making the Most of Social Security:
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Tax-Savvy Retirement Strategies:
Information on how to help minimize taxes and keep more in retirement. Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

Trust, Wills & Taxes
Is your Retirement built to last as long as you will?
Learn sound financial strategies that may help you prepare for a successful retirement.

Attend a Complimentary Workshop at Oxford Retirement, Sun City, AZ on:
Trust, Wills & Probate
Medicare

Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not subject to Investment Advisor requirements.

UPCOMING TAX WORKSHOPS:

All workshops are complimentary and require pre-registration to attend.
Please call Lexi at 623-933-9508 to attend.
Small group participation. Socially distant guidelines in place.

December 6
Taxes in Retirement Workshop
6:00 pm | EMCC
December 9
Taxes in Retirement Workshop
10:00 am | EMCC

TRUSTS, WILLS & TAXES

October 18
Trust, Wills & Taxes Workshop
6:00 pm | Ottawa University – Surprise Campus
October 21
Trust, Wills & Taxes Workshop
10:00 am | Ottawa University – Surprise Campus

UPCOMING SOCIAL SECURITY WORKSHOPS:

October 11
Social Security Workshop
6:00 pm | Harkins Theatres – Arrowhead 18
October 14
Social Security Workshop
9:30 am | Harkins Theatres – Arrowhead 18
November 1
Social Security Workshop
6:00 pm | ASU West
November 4
Social Security Workshop
9:00 am | ASU West
December 6
Social Security Workshop
6:00 pm | GCC Main Campus – Room HTA-101
December 9
Social Security Workshop
9:00 am | GCC Main Campus – Room HTA-101

UPCOMING MEDICARE WORKSHOPS:

Please check back soon for upcoming workshops!

UPCOMING TRUST, WILLS & PROBATE WORKSHOPS:

October 11
Trust, Wills & Probate
4:00 pm | Oxford Retirement & Estate Planning, Inc.
November 15
Trust, Wills & Probate
4:00 pm | Oxford Retirement & Estate Planning, Inc.
December 13
Trust, Wills & Probate
4:00 pm | Oxford Retirement & Estate Planning, Inc.

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 866.854.1400