IN-PERSON CLASSES
Empowering You Through Education
Take Charge of Your Financial Life. We Make It Easy.
At Drake & Associates, we believe in the importance of education. That’s why we work so hard to share the knowledge and insight you need to make informed financial decisions.
We invite you to attend one of our upcoming classes for an easy-to-understand approach to comprehensive financial strategies. Due to recent changes in tax laws, updated rules about RMD’s and stretch IRA’s, revised Social Security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education classes has never been greater.
To ensure your safety, each guest or couple will be seated at their own table and appropriately spaced from other guests. We will also provide masks and complimentary bottles of hand sanitizer to our guests.
Current Tax Environment, IRA and 401(k)
