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Income Allocation

2021-04-28T15:25:06+00:00

Welcome to the Income Allocation Financial Workshop with your instructor, Rick Durkee.

Income Allocation2021-04-28T15:25:06+00:00

Rethink Retirement

2021-08-11T14:04:24+00:00

Welcome to the Rethink Retirement Financial Workshop with your Instructor, Rick Durkee.WHY TAKE THIS CLASS? FIND OUT HOW TO HELP: • Optimize Social Security Income Benefits• Enjoy Retirement Income You Cannot Outlive• Reduce Taxes in Retirement• Lower Financial Risks Due to Medical Concerns• Preserve Your Estate for Beneficiaries This comprehensive educational course is designed to equip today’s Baby Boomer with information on how retirement today is different from previous generations. The updated curriculum is engaging and in an online setting, which means you can access these valuable tools and information at your own convenience, and at your own pace. Knowledge is key to making informed decisions. [...]

Rethink Retirement2021-08-11T14:04:24+00:00
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance services offered by Coastal Financial Planning Group.
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