Seminars
A few key decisions can make a big difference in the amount of your Social Security benefit. Learn strategies to maximize your benefit by joining me for a brief and informative seminar.
Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.
Is retirement income going to be a challenge? Important decisions need to be made between the ages of 55 and 70½. Learn to balance income, growth, protection, and risk. One of the greatest expenses during retirement will be health care. Make a plan now and help secure your future income.
Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.
- Review your asset allocation and retirement strategy.
- Consider taking advantage of “catch-up contributions.”
- Review your healthcare and long-term care costs.
- Weigh the pros and cons of rolling money over to an IRA.
- Consider ways to help retirement income last two lifetimes with strategies to maximize Social Security benefits.
Knowing what is down the road can help you prepare for expected and unexpected events in retirement.
Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.
Today, more people realize they need a sound investment strategy to help pursue their financial goals, yet they may feel intimidated by the idea of investing because they are concerned about market volatility or don’t know where to begin. "Investment Fundamentals" is an educational workshop where we will focus on sound investment strategies designed to help you improve your financial situation.
Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.
Whether it's up or down, the market is always on the move. How will you react to changing market conditions? What effects could your actions have on your financial approach? Many people have questions about their investment strategy, yet they never find the time to get them answered. In this workshop, we'll discuss how emotions affect investment decisions, general market expectations for three types of investors, and lessons from the last 82 years of U.S. economic history.
Warren Varney (MoneySmartLiving) has more than 30 years' experience helping people manage money, debt, and investments while building successful and fulfilling lives. Securities offered through Peak Brokerage Services, LLC; Member FINRA/SIPC. Advisory services offered through Peak Wealth Group, LLC.