Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

Long Term Care Planning Seminars

Long-term care refers to a host of services that are not covered by regular health insurance. This includes assistance with routine daily activities, like bathing, dressing, or getting in and out of bed. Considering long-term care costs is an important part of any long-range financial plan, especially in your 50's and beyond, waiting until you need the care to buy coverage is not an option... The key to successful long-term care planning is to start exploring all your available options today. Planning will help protect your assets from the devastating cost of care and spare your family from the financial burden of paying for your future needs. Join us at the Berlin Community Center for this informational seminar covering Long-Term Care Planning.

(Be sure to inquire about limited free admission -- $250 value -- to this important seminar!)

Tax Free Income Planning Seminars

As you know, we're going through turbulent times. It's more important than ever to have a vision for your future and to make a solid plan. One of the most important aspects of that vision is Tax-Free Income Planning. Forecasts are alarming concerning rising healthcare costs, inflation and tax increases! Retirement Income, and especially tax-free income should be at the center of any retirement plan. We can make that planning easy for you! We have tools that allow you to plan for the needs of your family and provide yourself with tax-free retirement income that will never run out.

(Be sure to ask about limited free admission -- $250 value -- to this important seminar!)

Retirement, and...

...Social Security

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

College Funding and Planning Seminars - Get the Best Education for the Best Price!

Overwhelmed by the college preparation and funding process? Attend our seminar where you'll learn how College Funding Solutions, Inc. has helped thousands of families navigate the college preparation and funding maze. We will show you how to get the best education at the best price. It's a $150 value, but you might be able to attend for free if you mention our coupon code (below in red) and snag one of the free seats still available! This workshop will show why the sooner you start the funding process, the better you'll be able to maximize the amount, and the type, of financial aid your student may be eligible to receive! Don't delay and miss this opportunity to learn from experts - confirm your reservation today!

(Be sure to ask about limited free admission -- $250 value -- to this important seminar!)

Social Security & Medicare: 7 Keys to Enhancing Benefits

One of the most confusing but most important steps in your retirement strategies is understanding Social Security retirement benefits. Many believe it is cut and dried and do not realize there are options. However, it is a retirement income source with some control and a variety of elections you will need to make. In addition, since Social Security may be the basis of all your retirement income decisions, it is important to fully understand the implications of the decisions you make. Managing your Social Security income benefit is an important part of your retirement income process. In this seminar you will learn the 7 keys to enhancing your benefits. You will learn benefit basics, income benefits, when to start benefits, working in retirement, tax implications, spousal & survivor benefits, and Medicare basics.

(Be sure to ask about remaining free seating for this valuable -- $250 value -- seminar!)

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

Trust Trilogy: Optimize Tax Efficiency of Assets

The IRS will be coming after your children hard in terms of taxes owed after you die. Learn how to bullet proof your assets from this attack. Learn how to be "in control from the grave" so that your wishes are kept safe from a tax happy IRS. Learn how to mix strategies, using trusts and other financial tools, to achieve your wishes for you and your family.

(Be sure to ask about remaining free seating for this valuable -- $250 value -- seminar!)

Pension & Social Security Maximization Solutions

You're about to retire and you are given your pension paperwork and don't know what to do! You see some options (maybe miss some too) have no idea on what's best for you and your family. This seminar will clarify all your options (including some your HR department might not even know!) and give you the pros and cons of each.

(Be sure to ask about remaining free seating for this valuable -- $250 value -- seminar!)

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.

Proactive Planning & the Virtual Family Office Experience

The holistic and proactive approach is driven by our Team Based Model. You will learn our process of prioritizing your needs and then involving our proactive planning team & our Virtual Family Office: a national team of experts, to work together to help you become more efficient & successful in attaining your goals. Imagine a team of over 70 experts at your fingertips, and you only have to make one call. Whether you're a CPA, a business owner, a family, or an individual, you will learn how a Virtual Family Office can help you become proactive instead of reactive.

(Be sure to ask about remaining free seating for this valuable -- $250 value -- seminar!)

Advanced Tax Strategies

Do you ever feel stuck in a stock position? You want to sell … now .. but there's the capital gains tax. Learn how to get out of this situation. Do you ever want to sell a property, or a business, but don't want to get killed in taxes? Learn how to avoid the tax pitfalls. Do you ever wish that you could have a six figure TAX FREE INCOME FOR LIFE? Learn how to accomplish this goal. Join us at the Berlin Community Center for this informational seminar covering Advanced Tax Strategies.

(Be sure to ask about remaining free seating for this valuable -- $250 value -- seminar!)

Poor Richard's Financial Literacy - Who We Are

A short video about who we are, and what we do.