The Intelligent Retirement Plan™ Financial Course
This course is designed to help you move from your final working years into retirement with confidence and peace of mind.
Events
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April 2026
Wills, Trusts, & Estate Planning™ Financial Course
This course teaches whether you need a will or a trust, how to minimize estate taxes, and tools to protect your assets from creditors and the government.
Amazing Grace Children’s Charities: Lunch Packing
Invite a friend and come join SWMG and support Amazing Grace Children's Charities. Together with your help, we will pack 750 bags of food for hungry kids served by the Como Community Center every month.
Social Security Strategies™ Financial Course
This course is designed to help assess your current financial situation and develop a personalized plan to get the most from your Social Security benefits.
Wills, Trusts, & Estate Planning™ Financial Course
This course teaches whether you need a will or a trust, how to minimize estate taxes, and tools to protect your assets from creditors and the government.
Wealth Preservation Strategies™ Financial Course
This course is designed to help affluent families maintain control, protect their lifestyle, and confidently secure their family’s legacy.
May 2026
Wills, Trusts, & Estate Planning™ Financial Course
This course teaches whether you need a will or a trust, how to minimize estate taxes, and tools to protect your assets from creditors and the government.
Tax Planning Strategies™ Financial Course
This course is designed to help you minimize your tax burden, maximize investment returns, and keep more of your hard-earned money.
Lockheed Martin Benefits Maximization Webinar
Learn professional retirement planning strategies used by financial experts specifically for Lockheed Martin employees.
Wills, Trusts, & Estate Planning™ Financial Course
This course teaches whether you need a will or a trust, how to minimize estate taxes, and tools to protect your assets from creditors and the government.
Wills, Trusts, & Estate Planning™ Financial Course
This course teaches whether you need a will or a trust, how to minimize estate taxes, and tools to protect your assets from creditors and the government.
Fine Dining Invitation: “Get-to-Know-Us” Dinner: May 20th
New to our firm or introducing a friend? Join us for this Fine Dining Invitation with great food, a market update, & meaningful conversation.
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