Reserve your spot for a 1 hour workshop with Jeff.
January 1, 2017
8:00a - 5:00p
Wendel Retirement Planning
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.
May 1, 2017 - January 1, 2018
11:00a - 2:00p
Wendel Retirement Planning Home Office
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!