If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. Most of us are not financially prepared for retirement. Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education classes has never been greater.

At Drake & Associates we believe in the importance of education and we firmly believe that if we can provide you with the knowledge and insight you need to make informed decisions the closer you’ll get to reaching your retirement dreams.

We offer the following online WEBINARS:

The Ultimate Retirement Planning Checklist

Retiring successfully is never an accident. And since this something you’ve never done before, you need to be 100% certain you haven’t overlooked, or underestimated anything.

Our retirement planning checklist is the result of decades of financial planning experience from working with thousands of families. And it could be the single, most important tool that helps you retire successfully.

For available dates and times click below.

Tax Strategies & Roth Conversions

Learn why now might be the most unique time to implement tax strategies.

We will discuss the advantages of Roth Conversions and how it can impact taxation on Social Security. Learn how this may reduce your taxation, and how tax strategies may significantly increase how long your money lasts.

For available dates and times click below.

Social Security Strategies

How and when to start Social Security can be such an overwhelming decision. There are lot of options available and it can be difficult to find help. As if the decision wasn’t tough enough, now overlay the impact on your portfolio from the Coronavirus (COVID-19) epidemic. This webinar will help educate you on your options and how to build social security into your retirement income plan.

For available dates and times click below.

These presentations should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA. Drake & Associates is not associated with the Social Security Administration or any other government operated service.