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
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.
UPCOMING SOCIAL SECURITY WORKSHOPS:
UPCOMING MEDICARE WORKSHOPS:
Please check back soon for upcoming workshops!
UPCOMING TRUST, WILLS & PROBATE WORKSHOPS:
Rather meet One-on-one?
Schedule a meeting with a member of our team to create your financial strategy today.