Broker Check


Whether it’s keeping up with changes or discussing some topics that might affect you in your retirement, our firm is dedicated to providing information and education to our clients and acquaintances . 

If you would like to join us at one of the venues listed below, please click on the link to register you and your guests.

Seating is limited and will be closed once we are full. If interested sign up right away to save you a spot!


Taxes in Retirement 567 Workshop

February 19, 2019 11:00a - 12:30p Central Standard Time

Briar Cliff University

Marc Geels will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including How to overcome the 5 biggest obstacles to a successful retirement Shifting from accumulation to income and preservation of assets Hidden fees inside of your mutual funds and 401k accounts Pensions and Social Security; when and how to claim Financially and mentally preparing for retirement


Taxes in Retirement 567 Workshop

February 21, 2019 11:00a - 12:00p Central Standard Time

Briar Cliff University

The new tax and financial rules have changed. Understand the potential impact taxes have on your retirement income.


Surviving The Perfect Storm

Country Celebrations Event Center

We can see a perfect storm; brewing. Just like the weather forecasters who can predict with a high degree of confidence a disastrous weather event, we can see the confluence of seven major patterns: Baby Boomers Longevity Inflation Sequence of Returns The Stock Bubble The Bond Bubble The 4% Rule

Event Registration

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