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Understanding how certain financial patterns tend to repeat themselves can assist you in sorting through the Wall Street hype and
instead focus on strategies that help you avoid damaging losses
to your retirement savings.
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Melia Advisory Group
Workshops
Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.
Topics covered are:
• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.
• Estate planning – Everything you need to know about wills and trusts.
• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)
If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.
Melia Advisory Group
5424 S Memorial Dr
Tulsa OK. 74145
918.794.9290
