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.

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
Medicare
End of Life Planning

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.

June 7
Tax Workshop
6:00 pm | Harkins Theatres – Arrowhead 18
June 10
Tax Workshop
9:00 am | Harkins Theatres – Arrowhead 18

UPCOMING ESTATE WORKSHOPS:

May 11
Estate Planning
6:00 pm | Ottawa University – Surprise Campus
May 13
Estate Planning
6:00 pm | Ottawa University – Surprise Campus

UPCOMING SOCIAL SECURITY WORKSHOPS:

April 19
Social Security Workshop
6:00 pm | ASU West
April 22
Social Security Workshop
9:00 am | ASU West
May 17
Social Security Workshop
6:00 pm | Estrella Mountain Community College – Conference Center – North
May 20
Social Security Workshop
9:00 am | Estrella Mountain Community College – Conference Center – North

UPCOMING MEDICARE WORKSHOPS:

Please check back soon for upcoming workshops!

UPCOMING TRUST, WILLS & PROBATE WORKSHOPS:

April 12
Trust & Wills Workshop
4:00 pm | Oxford Retirement in the Sun City Learning Center

UPCOMING SECURE ACT WORKSHOPS:

Please check back soon 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