Broker Check

Need A Speaker?

Our workshop education helps you individually or your group understand the importance of financial planning. Jay, Teresa and Brandi are more than happy to come speak at your place of business, conference, networking group, associations, or organization. Lifetime Financial Group provides live educational financial seminars to your members. We provide some great presentations on social security optimization and planning for income in retirement. If you have a group that is around 50 years old and older Lifetime Financial Group is the perfect place to go for help in navigating the "Retirement Readiness Zone."

What you need to know for a successful financial future...

Envision Your future

The First Important Step to Financial Success

Retirement Spending Plan

Methods For Saving Money

Invest Your Money Wisely

The Basics of Investing

Portfolio Structure

Investment Strategies

Utilize Retirement Plans

Tax Qualified Plans

Regular and Roth IRA Plans

Deferred Compensation Plans

The Retirement Process

Listing Your Retirement Objectives

Determining Your Monthly Income

Planning for Longevity

Tax Strategies

Taxes and Retirement

Income Taxes and Tax Rates

Investment Tax Benefits

Distribute Your Estate As You Wish

How Much Does It Cost to Die?

Wills, Trusts, Ownership and the Law

"The best way to prepare for the future is to create it" - Peter Drucker

Educating the public on the importance of financial planning can be complex and requires a thorough understanding of investment products and strategies and their associated risks. We can help you!