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.
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.
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)