Retirement Planning Seminars

Our Series of Educational Workshops Focused on Informing Consumers

NRI Max Educational Workshops

NRI Max™ stands for Net Retirement Income Maximization™. This series of informative seminars is intended to create awareness and educate people on the Retirement Planning Process to employ to achieve their retirement dreams. No investment advice is being offered or recommended during these classes and nothing is being sold. These are strictly educational.

Our main goal is to provide the education necessary for people to retire successfully. We’re only able accomplish this through our hard working fiduciary advisors. Our current workshop series contains three presentations covering a wide range of Retirement Planning topics, concerns, and strategies. 

Our Current Workshop Series

Taxes In Retirement

Our Taxes In Retirement Workshop is intended to educate people on personal income tax changes under the Tax Cuts and Jobs Act of 2017. Help them evaluate the impact the Tax Cuts and Jobs Act had on retirement income streams​, and identify tools and strategies available to middle income retirees​.

What Does The Successful Retiree Do Differently

Our “What Does the Successful Retiree Do Differently” workshop is intended to help people understand the difference between retiring FROM something and retiring TO something. In knowing this, they will have a clearer vision on how to plan for the retirement they have always dreamed of. As well as understanding different types of income streams, What you own and Why you own it, what you’re paying in total fees.

Websites For Financial Professionals

Not only do we create beautifully designed responsive websites, we provide you with the tools and resources to make that website a lead generating machine.

Power Your Website With Reliable Web Traffic

By utilizing custom marketing and branding campaigns backed by automated workflows, we can provide constant marketing drips to potential clients.

Let’s Create an Identity for Your Practice

Developing a brand for your business is essential. We can help you create a new brand identity or revamp your current one.

Custom Video Development for Financial Professionals

We can bring your ideas to life through carefully selected video footage, eye catching animations, compelling script writing, and powerful voice over options.

Guide Books & White Papers

Utilize Our Guides To Stay Informed on Important Marketing Strategies

Educational Videos & Training

Stay On Top Of Your Marketing With Our Educational Videos and Training.

Our Most Recent Post:

The 5 Best Content Marketing Tools for 2022

by Jacob Burkhart | Content Marketing, Financial Advisor Marketing

Content marketing is a multifaceted type of digital marketing strategy that requires skill, knowledge, and of course a full arsenal of content marketing tools. Think of these tools as the utensils a master chef uses to cook. Access to the right kinds of tools for...