Leverage Your Retirement Is An Educational Organization Providing The Resources You Need To Plan A Financially-Secure Retirement.
It’s a fact – there is no one-size-fits-all plan for a financially-secure retirement.
A sound retirement plan is tailored to your individual needs, financial goals and sources of income in your golden years.
You also have to plan for circumstances that can impact your income in the future – unforeseen medical expenses, the death of a spouse, inflation, stock market volatility, changes to interest rates and the tax code.
A successful retirement plan is about having a clear understanding of the importance of timing, strategy and seizing opportunities to increase your overall retirement income.
This Is Where We Come In.
Leverage Your Retirement is an educational organization that provides the latest information you need to make informed decisions about your retirement while avoiding the most common, costly mistakes.
Our no-obligation seminars are conducted by expert professionals in your community – from CPAs and attorneys to financial advisors.
Each of our speakers has been handpicked by us to provide crucial information about Social Security, Taxes, Estate Planning and other topics that can affect your retirement income.
You gain the benefit of their knowledge. They get the opportunity to showcase their expertise and hand out business cards before you leave.
No sales pitches. No obligation. Absolutely no strings attached.