Educational Opportunities

Retirement 101!

  • Why most Money Managers make lousy Retirement Planners
  • Over the age of 70 and thinking it’s too late to plan? Absolutely not!
  • Over the age of 50 and think it’s too early to plan? Absolutely not!
  • How to rollover your present 401(k) to safer territory at little or no cost
  • Why working with an independent fiduciary matters
  • Why most financial advisors are so secretive as to how they make money on your money

Monday, December 9th – Louisville – 6:00pm EST
Holiday Inn Louisville East
1325 S. Hurstbourne parkway
Louisville, KY 40222

Tuesday, December 10th – Elizabethtown – 6:00pm EST
Red Lion Inn & Suites
107 Buffalo Creek Drive
Elizabethtown, KY 42701

Thursday, December 12th – Bowling Green – 6:00pm CST
Holiday Inn University Plaza
1021 Wilkinson Trace
Bowling Green, KY 42103

Tony's Ten Year-End Saving & Retirement Tips!
Tuesday, December 17th @ Noon EST

  • 30 minute LIVE Webinar and Q&A with Tony
  • What to do as 2019 ends to better prepare yourself for a WorryFree Retirement®
  • Tips to use, enjoy and protect more of your hard-earned money
  • Importance of Monitoring Your Progress in Retirement Planning
Let's Get Started

Ready to Learn Now? Check Out These Recent Blog Posts!

One Size DOES NOT Fit All With Annuities…

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When it comes to retirement planning, one size DOES NOT fit all… especially with annuities!…

Retirement Planning Specialist Checklist

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Whether you're approaching retirement with an IRA, 401(k), TSP or you have a pension Lump…

How the Four Types of Annuities are Credited

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The four types of annuities - variable, fixed, fixed index and immediate - have the…

How Insurance Companies Back Annuities

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Last week on The WorryFree Retirement® TV Show, we learned that annuities are not investments…

Humana Layoffs & GE Pension Buyouts… Now What?!

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Annuity Pros vs. Cons

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Annuities have long polarized the financial world, but one thing is for certain - there…

The Three Types of Life Insurance (Webinar Recording)

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One of the most unfortunate myths in retirement is that you don't need life insurance.…

Five Ways to Deal with YOUR Tax Tumor®

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For most Savers, their largest asset is their 401(k) plan. Problem is, buried within it…

Ditch those Online Retirement Calculators…

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The 'time value of money' is a powerful concept often used to scare Savers into…

Is Time on Your Side in Retirement?

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Regardless of the value of your 401(k), bank account(s), home, annuity, or the amount you…

Beware the Joy Robbers in Retirement

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Large investment losses, running out of money, major health issues/costs, the effect of inflation on…

WANTED Dead or Alive: Your Estate!

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A recent study suggests that up to 60% of Americans lack wills and simple estate…