Upcoming Programs:

Open to Community –

Build a Better Retirement Today!

Retirement Wealth Academy

During this free retirement planning seminar learn how to create a plan that gives you the confidence to retire with peace of mind!

In this comprehensive workshop, we will highlight how the retirement savings landscape is changing, the major risk facing your retirement, and a disciplined approach to maximize your nest egg.

Registration for May 9th 2023

Registration for May 10th 2023

Past Programs:

Awareness is the first step to making optimal choices.

​Access “Learn How To Eliminate Income Tax During Retirement” at your convenience…
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Key Points covered include:
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• • Be Careful of General Advice & General Opinions

  • Investment & Insurance Strategies

  • Individualized Planning

  • Desired Benefits

  • Types of People & Situations These Concepts are Typically Most Applicable For

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Also:
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Suggested Things to Look For & Be Aware of When Implementing These Strategies
Some People Pay Zero Taxes on Their Social Security Benefits, Others Are Taxed on Up to 85% of Their Benefits, Learn the Why & How (Hint…The Webinar Lays Out How to Get to Zero!)

Access
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A Simple & Thorough Approach for Planning to & Through Your Retirement

Experience our simple and comprehensive 1 page Retirement Income, Investment Management, Long Term Care Protection & Financial Legacy Planning Process.

We will include 3 sample examples so you can see the before, after and the why behind the recommendations & decisions.

Ensure you have all your bases covered!

Educational Seminars & Webinars General Information

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The financial world is ever-changing, the options that were preferred decades ago are often not the optimal choices anymore.
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As in every industry there are those that resist change and progress as well as those that innovate and recognize the enhancements that new ideas, new technologies and new solutions often provide.
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Within this storm of change, information overload and conflicting perspectives the individual is left with the task of sifting and sorting their way through to hopefully achieving and or maintaining financial independence…
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Adam Goodman’s goal is to be of value and service to as many people as he can, people that strive toward the ideal of achieving or maintaining financial independence.
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The primary method of achieving that is providing group educational workshops and presentations throughout the Las Vegas area.
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These presentations can be customized, typically are 1 hour, and can be accompanied by open Q &A.
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These topics are most often presented to those already retired or approaching retirement, and often to residents of local age 55 and older communities including Siena, Sun City Aliante & Sun City Summerlin

Most relevant to those approaching or in retirement are the following presentations:

• 10 Steps to a Secure Retirement
• Investment Strategies for the 21st Century
• Having an Investment Decision Making Process
• Annuities – Good, Bad & the Ugly
• Managing the Distribution Phase of your Retirement Plan
• Uncovering the benefits of Fixed Indexed Annuities
• Long Term Care Protection Planning
• Life Insurance – The Living Benefits
• Minimizing Income Tax in Retirement
• Protecting & Maximizing Your Financial Legacy
• Healthcare, Social Security & Taxes

Adam may also be available for presenting to local business and service organizations, call us at 702-462-7233 or email clientservices@AskAdamGoodman.com to inquire

As a self-employed business owner himself he understands the obstacles facing many young professionals, self-employed individuals and entrepreneurs. Adam can be of value in helping them plan appropriately to protect their current lifestyle as well as create their desired future one!

Most relevant to this group are the following presentations:

• Building a Solid Financial Foundation
• How to Eliminate Income Tax During Retirement

From being of value throughout our community by sharing ideas, best practices and a modern perspective when it comes to financial options and decisions, to quality conversations with potential new clients after they attend our educational workshop’s, over the years for us and attendees educational workshops have worked well, and we will continue to provide them for the foreseeable future throughout our community as the need and demand warrant.

Past Seminars & Webinars

7 Steps to Financial Peace of Mind in Retirement

Whether you are approaching retirement or already retired being aware of and making great decisions in these 7 foundational areas is key to a successful retirement plan.

5 Ways Covid19 May Have Affected Your Retirement Planning & What You Can Do About It…

Open to the community educational event.

Wednesday, August 19th, 2020 from 11:00 AM to 12:30 PM PDT

Centennial Hills Library Multi Purpose Room
6711 N Buffalo Drive
Las Vegas, NV 89131

Many struggle with change…When it comes to retirement planning and investing a lot has changed in a short period of time…Market volatility is relatively high, interest rates are relatively low…Has your desires changed at all in 2020 as far as what you want or need your money to do for you? Are you wondering what changes if any are right for you? Are there any unaddressed planning areas that you would like to make improvements in if possible?

We are going to discuss these topics and more, including experience an example of our simple and comprehensive 1 page retirement income, investment management, long term care protection & financial legacy planning process.

Also Presenting As A Webinar:

Thursday August 20th, 2020 at 11:00 am PDT

Update on Long Term Care Protection Strategies Based on 2020 Events & Current Investment Outlook

Thursday July 23rd @ 11am

Attend this webinar by Independent Financial Advisor & Wealth Management Certified Professional® Adam Goodman as he discusses recent changes to Long Term Care Protection options as well as his current investment outlook.