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Financial Seminars and Events

Wealth Enhancement Group hosts several educational financial planning seminars and events throughout the year to help you plan for retirement. Please browse through our current event offerings below.

Event Series

Your Retirement Road Map: A Step-by-Step Guide to Navigating Your Financial Plan

The road to, and through, retirement can be complicated. As you near retirement, the stakes are higher as you switch from saving for retirement to relying on your savings to meet your lifestyle spending needs. Join us as we discuss how to lay out a retirement road map to help you navigate through critical retirement milestones to help you live your best life.

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Key Strategies for a Low-Tax Retirement

You spend your working years earning money that you hope will last you through your retirement. But what’s the best way to keep more of that money, and lower your taxes, once you’re done working? Join Bruce Helmer as he explains some of the best ways to set yourself up for the low-tax retirement you deserve, including:

  • How to diversify tax treatments before retirement
  • How to withdraw in a tax-efficient manner after retirement
  • What you can start doing now

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