Retirement Classes

ATTEND A CLASS

At MLN Wealth & Tax Planning, Inc., we hold educational classes at local colleges and community centers that feature information on specific topics, such as estate planning and tax and retirement income strategies. We often host classes as fundraising projects for greater community associations like the American Cancer Society. They sometimes include guest speakers as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Have questions after class? Feel free to schedule a personal and complimentary one-on-one Strategy Session with your instructor at the conclusion of any class.

STRAIGHT TO THE POINT FINANCIAL ADVISEMENT

Up coming classes

Due to ongoing concerns regarding COVID-19, we have postponed all in-person events until further notice.

Ready to get started?

Click below to schedule a free, no obligation consultation to discuss your financial future
and the possible role of insurance or investments in your financial strategy.