Events

Due to the coronavirus pandemic, we have launched virtual services to address the needs of our clients, prospects & strategic partners who need financial guidance & help during this unprecedented time.

The Safe Money Man’s Covid19 platform includes:

  • Zoom video meetings
  • 1 on 1 phone call meetings
  • Traditional face to face meetings
  • Seminars On Call
    This unique platform allows you to Learn about 16 financial topics in the comfort of your home or office 24 hours a day.
 

Embracing new technology allows us to continue in our mission to further educate, millennials, baby-boomers, pre-retirees, clients and strategic partners regarding:

  • Income planning
  • Mitigating & reducing tax liabilities
  • Inheritance strategies
  • Legacy & endowment strategies
***WARNING***
Only proceed if you want to gain greater clarity & understanding for your financial future. You have nothing to Lose but everything to GAIN!!!!

DON’T LET COVID19 DERAIL YOUR RETIREMENT FUTURE