Assurance Wealth Management


Increase your investing IQ with our educational workshops designed to empower your financial decision-making skills

Educational Webinar

How to Optimize
Your Social Security

Time Is Running Out!!! The Bipartisan Budget Act has changed the filing strategies for Social Security but there is still time to take advantage of the old laws!

Educational Webinar

Taxes In Retirement After 2020

We will discuss how the events in 2020 will affect your retirement and one of the biggest expenses in retirement, TAXES! Learn some strategies to help you minimize the taxes you pay (this could save you hundreds of thousands of dollars).

Educational Webinar

Retirement Income You Can't Outlive

Educational Webinar

6 Steps to Legacy Planning for the Generations

Learn to Craft Your Legacy and Leave Your Mark for the Next Generation