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Seminars & Announcements

Tax & Retirement Strategies!

December 2, 2016Justin Struble

Tax & Retirement Strategies End of Year Tax Planning with Tina Perkins, CPA and Justin Struble. CFP to shed light on some unique tax and retirement planning issues that can be utilized before the end of 2016 and going forward. Topics: End of year tax saving strategies for business owners Understanding the Trump Tax Cuts…

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Client Appreciation Event May 2016

May 16, 2016Jana Franco

Client Appreciation Event May 13, 2016 We had a great time at our Client Appreciation event at the Shucker’s baseball game! We are looking forward to our next event with you. Thanks to all of our clients for your wonderful support to Wealth CAPS and allowing us to help create retirement plans and see you…

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Workshop: Understanding Your Retirement after Chevron

April 20, 2016Jana Franco

  Workshop Details:   Location: Chevron Federal Credit Union                             Address:   250 Industrial Rd., Pascagoula, MS 39581 Time:        11:30 AM Date:         May 19th, 2016 We will help answer questions such as: Should I take my pension as a lump sum? How do I protect my assets from Long Term Care Costs? What strategies…

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Workshop: Understanding 9 Common Mistakes Retirees Make

April 6, 2016Jana Franco

Most people make mistakes when planning their retirement. In this workshop I am going to discuss how to avoid these mistakes that can wreck your retirement, keep you awake at night, and make you dependent on your kids. Choosing to retire is about more than withdrawing money from your retirement savings. You must balance other…

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Understanding Your Social Security Options

January 13, 2016webmaster

  If you are not yet receiving Social Security this Workshop is for you! Educational Workshop Details: Location: St. Martin Community Center Address: 15008 Lemoyne Blvd. Biloxi, MS. 39532 Time: 6:00 PM Date: February 25th, 2016

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We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Business-Owner Strategies Group LLC.

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