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Building a Strong Financial Future

The presentation begins with a discussion of retirement savings needs, including estimating Social Security benefits and the impact of inflation. Asset allocation strategies appropriate for workers aged 45 and over are then presented. 


Put Your Company-Sponsored Retirement Plan to Work for You

401(k) plans are one of the most commonly used retirement savings vehicles. This seminar discusses ways to maximize a 401(k), highlighting the benefits of tax-deffered growth and explaining loan, rollover, and distribution options.


Social Security: Seven Keys to Enhancing Benefits – Allianz Life

Most individuals who contribute to Social Security while they are working depend on Social Security to be a foundation for their retirement income.