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Social Security

Reformations for Social Security are in motion. You may have to pay more, but you’ll also get more…

2022 is setting up to be a tumultuous year for Social Security. Current laws or modifications to past laws may impact your benefits and the way you make your election.

Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own.

Come and learn more at this group presentation, hosted by retirement specialist, John McConnell. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

Top IRA and 401(k) Mistakes

Are you aware of the most common IRA and 401(k) tax traps and pitfalls?

In our current economic climate of uncertainty, adjusting your retirement planning strategies to ensure you keep your savings safe is absolutely necessary.

Come and learn more at this group presentation, hosted by retirement specialist, DuPont Wealth Solutions. Join us in our FREE online presentation and learn how to avoid the critical mistakes that 80% of IRA owners make.

Retirement Planning | DuPont Wealth Solutions

Estate Planning

Avoid leaving your loved ones behind without an Estate Plan!

In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement and estate planning may change.

Estate Planning is not just for the wealthy. Estate Planning is for everyone. Give your heirs peace of mind and prevent potential conflicts.

Come and learn more at this group presentation, hosted by retirement specialist, Greg Dupont and take the guess work out of some of the most important decisions affecting your Estate.

Take Charge of Your Financial Future

We understand just how big of a decision choosing the right Financial Advisor can be.

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