Abstract:  While there are many resources for retirement planning such as your company, retirement planners, investment companies, and the government, there are options that they may not make you aware of which can significantly impact how you plan and implement your retirement. In this presentation we will discuss the changes that  will affect us all  inclusing those in retirement, those near retirement, and those planning for a retirement future. Are you aware of the new laws recently passed? You will learn how to position your assets, utilize little known legal methods to maximize your retirement dollars, and take advantage of benefits that no one tells you about.

Bio: All  3 speakers have 60 years combined privileged years being licensed in the southern region of United States.