Tax Workshop

07/28/2026

𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐝𝐨𝐞𝐬𝐧’𝐭 𝐡𝐚𝐯𝐞 𝐭𝐨 𝐟𝐞𝐞𝐥 𝐨𝐯𝐞𝐫𝐰𝐡𝐞𝐥𝐦𝐢𝐧𝐠.

Join us for a complimentary educational seminar where we break down key topics like income planning, Social Security, taxes, and market risks, so you can make more informed decisions about your future.

Reserve your seat today. Space is limited.

06/14/2026

Happy Flag Day 🇺🇸 Today we honor the stars and stripes — a symbol of freedom, sacrifice, unity, and pride. May we never forget what it represents.

06/12/2026

Retirement doesn’t have to feel overwhelming — it starts with having the right plan.

Use this simple Retirement Checklist as a guide to help you feel more prepared, organized, and confident about your next chapter.

✅ Review your income sources
✅ Plan for healthcare and Medicare
✅ Update important legal documents
✅ Review beneficiaries
✅ Organize passwords, contacts, and insurance information
✅ Think through the lifestyle you want in retirement

The earlier you start reviewing these areas, the more confident and prepared you can feel moving forward.

Start early. Review often. Retire with confidence. 🌤️

06/01/2026

https://www.facebook.com/share/p/1CgEfcJ4MR/

05/25/2026

Today, we pause.

Not for a sale.
Not for a long weekend.
But to remember the men and women who gave everything so we could live with freedom, comfort, and opportunity.

Memorial Day is a reminder that freedom has a cost — and some families paid the highest one.

To every fallen hero, and to the families who carry their memory every single day, we honor you. We remember you. We are forever grateful.

🇺🇸 Happy Memorial Day — may we never forget what this day truly means.

05/10/2026

Happy Mother’s Day to all the mom‘s grandma’s and mother figures. We wouldn’t be where we are without you.

05/08/2026

Are you a nurse who loses sleep at night worrying about retirement? Come join us for a free to you seminar and get rid of those worries for good.

Join Generations Retirement Group for our "Will Retirement Take Care of You?" event and gain the confidence you need to comfortably navigate today’s retirement landscape.

05/05/2026

Happy Cinco de Mayo! 🌮🎉

Today is the perfect reminder to celebrate life with color, joy, good food, and good people. Whether you’re enjoying tacos, music, family time, or just soaking up the festive vibes — may your day be full of laughter and a little extra spice! 💃✨

Celebrate safely, support local, and enjoy every moment!

05/05/2026

Don’t Let Uncle Sam Become Your Most Expensive Hobby!

04/30/2026

Are you retiring in the next 12 months?
Did you know there’s a tax window on your 401(k) many people miss. I want to help you understand the importance of being prepared for retirement. Here are three things to watch for: Roth conversion timing, the Rule of 55, and coordinating withdrawals with Social Security — just a few pointers to get you started.
Free, informational seminar and workshop link to follow in your local area.
Please reach out in you ever need help on finding the best location in your area. I want to get you on the best path to be prepared for your retirement.
-Christina 😊