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"We believe that people are happiest when they are in control of their quality of life."

Be inspired to create the life you want! - Enjoy our newsletter!

Be inspired to create the life you want! - Enjoy our newsletter!

Educational Events

Social Security Maximization Your Guide to Maximize Your Social Security Benefits–Receive guidance on making one of your most important retirement decisions.

Dream Setting: Plan for Your Dreams We will talk about setting financial goals by determining one’s dreams and creating a plan to achieve them.

RSVP only. Call 719-235-5494 or email tara@taraenolan.com.

Educational SeminarLocationRoomDateTimeRSVP
Dream Setting: Plan for Your DreamsLibrary 21C – 1175 Chapel Hills DriveB2Tuesday, Sep 12, 20174:00pm to 5:00pmYES
Social Security MaximizationLibrary 21C – 1175 Chapel Hills DriveB2Tuesday, Oct 17, 20175:00pm to 6:00pmYES
Dream Setting: Plan for Your DreamsLibrary 21C – 1175 Chapel Hills DriveB2Tuesday, Nov 14, 20175:00pm to 6:00pmYES
Social Security MaximizationLibrary 21C – 1175 Chapel Hills DriveB2Tuesday, Dec 12, 20175:00pm to 6:00pmYES

Decision points include:

  • How Much fun am I having, can I have more
  • How do I plan for dreams
  • What are my goals and when are they
  • Now or Later
  • Divorce Factor
  • What are your total benefits over your lifetime
  • What is the best option for you personally
  • Protecting survivor benefits
  • Managing the impact of Taxes
  • Choosing to Work
  • Filling the income gap

Important Disclosure Information

To conduct a Broker Check: You will need my CRD: 5638924. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms.

Advisory services offered through Tara Nolan Advisory Services, ltd.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Tara Nolan and are subject to change without notice.

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