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How Is Your Plan Addressing Retirement's Biggest Threats?

Increasing Healthcare Costs

Are you having the Right Conversation? Asking the Right questions often lead to the Right solutions. 

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Stock Market Uncertainty 

When is the last time you had your investments 'stress tested'?
Peace of mind is what we want you to have.  

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Unnecessary Tax Losses

When is last time your tax professional shared with you an idea to help you save money on taxes?

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An Investment in Knowledge Pays the Best Interest

City Colleges of Chicago:
Adult Continuing Education 
2-Part Class on 
Financial Survival In Retirement®

Lecturer, Mr. Antonio Lugo

Tuesday (June 12th) &
Thursday (June 14th, 2018) 
6:30 - 8:30 PM 
Wright College Campus
4300 N. Narragansett Ave
Bldg A-Rm A210
Chicago, IL 60634
(773) 777-7900
Course Registration Required

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Better Understanding How Your Social Security Benefits Can Be Your Most Important Retirement Asset  
Guest Speaker, Mr. Antonio Lugo, National Social Security Advisor Certificate Holder

Saturday, April 28, 2018
10:00 - 11:00 AM 
Morton Grove Public Library
6140 Lincoln Ave. 
Morton Grove, IL 60053

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For the Tax Smart Planner 
"Learn About Tax Saving Strategies under the NEW Tax Reform Act of 2017"
Guest Speaker, Mr. Jeff Badu, CPA 

Thursday, April 26, 2018
12:00 - 1:00 PM 
Regus Executive Suites
125 S. Wacker Drive, 3rd Floor
Chicago, IL 60606
(Webinar Option Available)

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