Jon Couper

Bio Coming Soon!

 

Poor Richard's Financial Literacy Workshop Topics Include:

• o Advanced Tax Strategies
• o Long-Term Care
• o Tax-Free Retirement Income
• o Maximizing Social Security Income
• o Social Security and Medicare
• o Financial Exploitation of the Elderly
• o IRMAA and How it Affects Your Retirement Income
• o College Planning
• o Pension Maximization
• o Uses of Life Insurance

   

• More... (Click here to inquire as to what else we offer!)

Click here to see upcoming workshops.

Click here to see past workshops. (Please Note: You can request that we deliver topics from the past to your organization or group, and we'll be delighted to do so.)