© 2019 by The Ivy League Advisory Group, LLC

Investment advisory services offered through The Ivy League Advisory Group, LLC (Tilton, NH, 866-360-2724) a Registered Investment Advisor registered in the state of New Hampshire and Vermont.  

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Ivy League Advisory Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NH/VT or where otherwise legally permitted.

When not working one-on-one with clients, Brandon is committed to showing professionals how easy it is to leverage his firm’s fiduciary platform to bring their future goals closer. 


To reach a wider audience, Brandon frequently writes and lectures on the three central components of his holistic approach to lasting financial success: Tax Minimization, Social Security Optimization, and Wealth and Income Planning. 

Below are a few events on varying topics. Click on any event to learn more, reserve seating or obtain directions.

SOCIAL SECURITY
MAXIMIZATION

 

At this event, we will teach you how to go about exploring the best strategy for claiming your Social Security benefits.

Did you know that up to 85% of your Social Security check can be taxed?*

Why if you just go by the conventional wisdom of filling at age 62, 66 or 70, you WILL likely be missing out.

TAXES IN
RETIREMENT

 

DO YOU KNOW…

How to tap into your retirement accumulations and make the most of your income streams?

How to determine which investments could help build an income-producing portfolio?

How to prepare for a more comfortable and rewarding retirement lifestyle?

FILM SCREENING "METANOIA"

A film screening of the world renowned film, "Metanoia," starring cutting edge mountaineer Jeff Lowe. 

Going to the brink on the Eiger North Face in 1991 or in his hospital bed, and coming back again – he defies the odds and embraces new possibilities.

100% of ticket proceeds go directly to the  Jeff Lowe special needs trust. 

*Source: Social Security Administration (SSA) http://www.ssa.gov/planners/taxes.html