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3 Results

  • 5 Keys to Retiring Fearlessly

    Whether you are approaching retirement or in retirement, the risk remains the same. You need to have a strategy to manage your assets in volatile markets. This workshop will provide five keys to building a retirement plan that will give you confidence to face the daily swings in the market.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, you should plan on attending this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC. This class will be held in person (with appropriate social distancing) or canceled depending on guidelines we receive from the State of Minnesota and the Department of Education. Decisions will be made and participants will be contacted by May 1.
  • Social Security: Timing is Everything

    As you approach retirement, now is the time to determine how you'll support yourself. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources.