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Financial Education Series

Free Retirement Information Kit

* Learn How to Maximize Social Security

* Learn How to Receive Tax-Deferred  Growth With Out Stock Market Risk

* Learn How to Cover Long-Term Care Costs That Medicare Does Not Pay For

At we are dedicated to helping individuals evaluate their financial situations. We want to provide people with tools that can help them make informed decisions. We offer informational material on a wide range of topics because we understand that individuals have diverse financial needs. If you have any questions or concerns during the course of this presentation, we invite you to take advantage of our complimentary consultation. During the consultation, we can discuss your questions and begin the process of helping you develop a financial strategy customized to your goals and time horizon.

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Propel Your Child Toward Boundless Opportunities

3 Time-Sensitive Strategies to Start Right Now!

  • How to invest in your child's dreams (even if you don't know what they are yet)

  • When to start so you reduce your stress and financial burden

  • Why you need to leverage the right accounts to potentially help minimize taxes

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Peace Of Mind Checklist

Get your finances organized with this Peace of Mind checklist that includes a way to catalog the location of important forms and documents.

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3 "Money Moves" To Make Before Turning 45

Money myth busted...

You don’t need to be rich or earn a million dollars per year to build or accumulate wealth.

Whether you earn $55,000 or $250,000, these 3 “Money Moves” could help you accumulate wealth throughout your career without making changes to your current lifestyle—starting right now.

Inside you'll learn:

  • “Hidden” savings that 84% of people completely overlook1

  • The simple 3-step system to put your money to work while you sleep

  • How to quickly and easily create your “clarity roadmap” to balance lifestyle and wealth building

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Investment Portfolios Head-To-Head With Recession Volatility

Accidents are sudden. They can come out of nowhere—just like recessions and market volatility.

Sometimes there are predictors. Other times there aren’t. We are either prepared for them, or we’re not.

The impact they have on our retirement (or our ability to retire) can be minimal (like getting into a fender bender), or devastating (like a roll-over—or worse).

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are:

  • More than 10 years away from retiring

  • Less than 5 years away from retiring

  • Already in retirement

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The Ugly Truth About Managing Your Company's 401(k)

3 Costly Threats & 2 Untapped Opportunities Revealed in This Guide

  • Avoid costly IRS and DOL fines from compliance hiccups

  • Stop overpaying on fees and patch costly “leaks” many companies overlook

  • Leverage investment options to attract and retain top talent

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The Retirement Income Teeter-Totter

A “Must-Read” For Retirees or Soon-to-be Retirees

Discover 3 Reliable Ways to Steady Your Income Inside This FREE Guide

  • The 3 fundamentals to helping you create steady income

  • 26 questions to help you sustain your standard of living

  • How to approach the critical “transitioning” phase

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This brand-new, downloadable Tax Planning Ebook can be a valuable resource when helping to stay prepared for the upcoming tax season.

The 2021 edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Disclaimer: This information is provided for educational purposes only. Jennifer Lang Financial Services, LLC. does not provide legal or tax advice.

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Common Tax Errors To Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make.

This Ebook helps by offering tips on some common filing errors to avoid as you prepare your taxes.

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At 59-and-a-half, one may encounter new financial options, including the ability to make early withdrawals from retirement accounts and other considerations. Learn more about this important age and the doors it opens as you plan your financial strategy.

Some research suggests you should have at least $1 million in retirement savings to get you comfortably through a 30-year retirement. Some retirement savers say there’s a 45% chance they expect to run out of money sometime during
their retirement.

In this report, we explore your retirement choices, your healthcare concerns, and how to move vibrantly into those golden years.

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Medicare and Retirement

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Strategies to Help You Get the Most
Out of Your 401(k) Retirement Plan

With so many Americans retiring from the workforce, the need for expert advice on 401(k) Retirement Plans has grown. This whitepaper is full of tips and tricks for 401(k) participants to ensure they're getting the most out of their retirement plan.

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings
and investment opportunities and help improve your prospects for a comfortable retirement.

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Keep up with your financial needs while avoiding common (and expensive) rollover mistakes.

Here, we share information that can help save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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Government employees face unique financial planning considerations as they save for retirement and other goals.

This Ebook shares some crucial questions that government employees should be asking to make the most of their financial situation.

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Education professionals face specific retirement-planning needs to retire on time, and with the income they require.

This ebook provides details and common strategies you can use to navigate these needs, including how Social Security benefits may be affected.

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Don't Panic! Here's How to Crash Proof  Your Investments

With markets in turmoil right now, many retirement savers are looking for ways to protect their money​ now, so they can retire later. And not for just any retirement. They want a comfortable retirement that they can enjoy on their own terms and where they stay retired.​

This eBook will give you proactive steps you can take right now to protect your retirement nest egg.

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How to Maximize Social Security in Retirement

Choosing when to take your Social Security benefits ​— whether that moment is before, at, or beyond your Full Retirement Age (or Normal Retirement Age) — could be one of the most important decisions you will make for your retirement income plan.

This eBook will give you detailed information to help you maximize your Social Security Benefits.

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How Women Can Prepare For Retirement Now

Are you transitioning into retirement? Are you already in retirement and worried about how stock market crashes and a recession could affect how long your money will last for?

Get the New Book Release: How Women Can Prepare for Retirement Now for only $4.99

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Learn no-market risk strategies that are safer than the stock market.

Question......What is THE ORIGINAL ANNUITY? 

Answer.........It's Social Security right? And people love Social Security.

Why? ..........Well, maybe because they've been paying into it since their first job and now that they are retired, now they get guaranteed monthly checks for the rest of their lives.

Well, isn't that how annuities work? You fund the annuity and in return you get guaranteed monthly income for the rest of your life. So that let's us know that people love annuities too. They just don't know it yet. But we're working on it by hosting financial literacy seminars and webinars monthly. 

As a thank you for attending, please feel free to download any of these Free eBooks.

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