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.

Passport to Retirement:
“How-to” Strategies for a comfortable financial future. Preparing for retirement is probably the single most important financial challenge you face today! You need sound information about effective financial strategies that will give you the background and perspective to help you make more informed decisions.

Tax-Savvy Retirement Strategies:
Information on how to 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
Medicare
End of Life Planning

UPCOMING WORKSHOPS:

September 24
End of Life Planning
5:00 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

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