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!

Join one of our Upcoming Classes at one of 5 West Valley College Campuses on:

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.

The 2020 SECURE Act and how it may impact you:
In December of 2019, The SECURE Act was signed in to law. Among its provisions are some sweeping changes to the way retirement accounts are handled upon the death of the account owner. This presentation will help explain the provisions of The SECURE Act, and how its passage may impact your retirement planning. Learn strategies to help maximize your retirement savings and potentially reduce taxes paid by your beneficiaries. Questions about RMD’s? This is the workshop to attend.

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.

Retirement Income Planning
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 & Estates
End of Life Planning


December 8
Tax Workshop
5:00 pm | Oxford Retirement in the Sun City Learning Center


December 7
Social Security Workshop
6:00 pm | Harkins Theatres Arrowhead
December 10
Social Security Workshop
9:30 am | Harkins Theatres Arrowhead


Check back later for upcoming workshops.


Check back later for upcoming workshops.

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