Webinars

Wealth Preservation Series #1:

Crash Proof Your Retirement

The first webinar in our two-part Wealth Preservation series discusses a few innovative retirement planning strategies, as well as topical developments that are directly affecting retirees such as the SECURE Act, the CARES Act, and other economic impacts felt by COVID-19.  

*Note: this is a recording of a live event

Wealth Preservation Series #2:

Life Insurance, Healthcare and Estate Planning

The second webinar in our two-part Wealth Preservation series takes a deep dive into life insurance, long-term care insurance and estate planning.  We'll walk you through how to get the more out of your policies and the estate planning elements every retiree should have.

*Note: this is a recording of a live event 

Upcoming Events

Smart Tax Strategies for Retirement
Tue, Oct 13
Maggiano's Little Italy
Oct 13, 6:15 PM
Maggiano's Little Italy, 8030 Renaissance Pkwy suite 890, Durham, NC 27713, USA
Join us as we discuss financial concerns that keep most Americans up at night, including how to protect your tax-deferred accounts from new legislation and tax code changes, as well as how to protect your nest egg from market volatility.
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Smart Tax Strategies for Retirement
Thu, Oct 08
Maggiano's Little Italy
Oct 08, 6:15 PM
Maggiano's Little Italy, 8030 Renaissance Pkwy suite 890, Durham, NC 27713, USA
Join us as we discuss financial concerns that keep most Americans up at night, including how to protect your tax-deferred accounts from new legislation and tax code changes, as well as how to protect your nest egg from market volatility.
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©2020 Olympic Golden Retirements LLC

This information is designed to provide general information on the subjects covered.  Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.  Please note that Olympic Golden Retirements LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Olympic Golden Retirements.