Broker Check

Events

Reserve your spot for a 1 hour workshop with Jeff. 

 

March 1, 2018

8:00a - 5:00p

Wendel Retirement Planning

Retirement Rescue: One-on-one Session

Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle through retirement, this private workshop helps you plan your future with confidence.

 

March 1, 2018

8:00a - 5:00p

Wendel Retirement Planning Home Office

Understanding RMDs: One-on-One Session

If you're at or near retirement age, you'll soon have to pay taxes again on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major financial burden...unless you know how to protect yourself. Learn simple strategies that could save you thousands!

Event Registration

Thank you!

Error processing your request. Please try again at a later time.