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Assurance Wealth Management
Increase your investing IQ with our educational workshops designed to empower your financial decision-making skills
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!
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).
Retirement Income You Can't Outlive
6 Steps to Legacy Planning for the Generations
Learn to Craft Your Legacy and Leave Your Mark for the Next Generation