Events & Speaking Engagements

Passport to Retirement Workshop

Tuesday through Thursday, March 6, 7 & 8, 2012
Santa Fe Community College
6401 Richards Ave,Santa Fe
6 p.m to 8:30 p.m.
 

Day 1: Roadblocks To A Successful Retirement
Define And Create Your Own Retirement
Assess The Costs

Day 2: Evaluate Your Sources Of Income
Invest For The Future
Protect Your Health And Wealth

Day 3: Receive Funds From Your Retirement Plans
Manage Your Estate Distribution

Reservations Required
Visit www.sfcc.edu to register for this class

Our workshops are entirely educational. WE DO NOT SELL OR MENTION ANY SPECIFIC PRODUCTS and there is absolutely NO COST, NO OBLIGATION and NO COMMITMENT to attend! You have our word on this!!

Reservations are required so please call in advance to reserve your seats.

All sessions are highly interactive and informative with an extensive opportunity for questions and answers. We also include a free 140 page workbook for every attendee that is chock-full of invaluable information. While we strongly encourage you to attend both sessions to gain the maximum possible benefit, you are absolutely welcome to choose only the session you wish to attend.

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Savvy Social Security Planning Workshop

Wedsday - March 14, 2012
Garrett's Desert Inn, 311 Old Santa Fe Trail, Santa Fe
6 p.m. to 7:30 p.m.

What Baby Boomers should know about Social Security benefits. At this educational workshop you will learn the following and much more:

• 5 factors to consider for deciding when to start taking benefits
• Health of the system and whether benefits are likely to change
• Innovative strategies for coordinating benefits with your spouse
• How to coordinate benefits with other sources of income
• How to minimize taxes on your benefits
• Special rules on benefits for divored spouses

Reservations Required
505-216-0838 (24hrs)
Register.SantaFe@1APG.com

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Understanding your Medicare Options Workshop

Wednesday - February 8, 2012
Garrett's Desert Inn, 311 Old Santa Fe Trail, Santa Fe
6 p.m. to 7:30 p.m.

What Baby Boomers should know about Medicare benefits. At this educational workshop you will learn the following and much more:

• Part A - Hospital Insurance
• Part B - Medical Insurance
• Medigap (Supplemental Insurance) Coverage
• Part C - Medicare Advantage Plans
• Part D - Prescription Drug Coverage

Reservations Required
505-216-0838 (24hrs)
Register.SantaFe@1APG.com

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Understanding Long-Term Care

Thursday - February 9, 2012
Garrett's Desert Inn, 311 Old Santa Fe Trail, Santa Fe
 6:00 p.m. to 8:00 p.m.

You will learn what Medicare will and will not cover and why Medicaid is unrealistic for people with assets. Why you must be rich, poor or insured! We will demonstrate how all premiums can be taken care of with one contribution. We will study the facts and statistics affecting our aging population. You will learn about the three misconceptions of Long-Term Care and how to determine if you need a LTC policy and the differences between them. 

Reservations Required
505-216-0838 (24hrs)
Register.SantaFe@1APG.com

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  The Trinity Method of Investing Workshop

Wednesday - February 22, 2012
Garrett's Desert Inn, 311 Old Santa Fe Trail, Santa Fe
 6:00 p.m. to 8:00 p.m.

Reservations Required
505-216-0838 (24hrs)
Register.SantaFe@1APG.com

What’s more essential to retirement happiness than financial security? Here we’ll teach you how to create a comprehensive retirement plan that can turn your savings into a consistent, reliable income stream when you retire – one you can never outlive. We’ll show you how you can position your portfolio so your income has the potential to go up based on growth in the stock market, but never go down when the markets fall. We’ll teach you what role today’s advanced, modern annuities can play and the pros & cons of using them. For those that simply want to protect what you have and maximize what you leave to your heirs, we show you innovative strategies to accomplish these goals as well. Whether you’re planning for a future retirement or are seeking to optimize your existing retirement, you owe it to yourself to know how these specific financial strategies and techniques work, and how the Trinity Method of Investing^© can be applied to help ensure a successful retirement.

If your retirement financial goals include maximizing income
for life, safety of principal, growth, liquidity, tax-advantages
and control of your money, don’t miss this session!!