Upcoming Retirement Education Course by Graham S. Wickham


We are pleased to announce that we will be offering two education classes about retirement planning this October! In the course, Graham will cover the following topics:

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning


For more information, check out the flyer by clicking on the following link: Retirement Planning Today. If you are interested and would like to reserve a seat, fill out and mail in the  registration form at the following link: Retirement Planning Today Course Registration Form.