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Events

At Comprehensive Retirement Solutions we want to provide educational opportunities. There are many topics relating to financial preparedness. Our team presents them in a manner that provides clarity and comfort regarding strategies, tactics and readiness for varying stages of life. 

Please reference below for a list of events and educational opportunities:

 

July 11, 2017

6:30p - 8:00p

CRS Office Suite

Protecting those who matter most

Do you have a plan in place to protect those who matter most? Join us at this informational dessert & learn session to learn more about how you can financially prepare for unexpected situations in life. It's difficult to think about catastrophic changes that could derail the status quo. Join us and learn measures that can be taken to give you peace of mind and prepare for a variety of circumstances.

 

August 16, 2017

6:30p - 8:00p

CRS Office Suite

Principles of preserving wealth

How do you preserve wealth? Taking into consideration your personal goals, spending habits, lifestyle, time horizon, risk tolerance and planning options as a part of the preservation process, we will teach you principles of preserving your wealth.

 

September 12 - September 19, 2017

6:00p - 9:00p

CRS Office - Conference Suite

Financial Workshop

Join us for this three part series covering many of the fundamentals of setting up your financial life. This session includes a workbook and dinner all three nights.

 

September 21, 2017

6:30p - 8:00p

CRS Office Suite

College savings

Who's going to college? Who's paying for it? Join us to learn more about savings strategies, anticipated expenses, how inflation plays a role in savings, catching up when starting late in the game and more.

 

October 17, 2017

6:30p - 8:00p

CRS Office Suite

An inside look at retirement living

An inside look at retirement living! Do you know what should be expected, planned for and adjusted from today's income and expenses to accommodate your anticipated living standards in retirement? Join us and learn about how to prepare, how distributions work, expectations for healthcare and more.

 

November 15, 2017

6:30p - 8:00p

CRS Office Suite

Tax Strategies for Year End

Wrap up the year by taking advantage of some strategies for pre-tax savings for 2016.

 

December 2, 2017

9:00a - 11:00a

CRS Office Suite

Breakfast and photos with Santa

Enjoy photos and deliver wish lists, outside the busy malls.

Event Registration

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