Educational Workshops
Join Max's Educational Workhops on Retirement, Medicare and Insurance. Gain expert insights and personalized strategies to plan for a secure, fulfilling retirement and navigate Medicare with confidence. Secure your spot today!
Retirement By Design
Designing your retirement isn’t that dierent from designing a house: You start with a dream and build from there. Learn about critical retirement design strategies: No matter what your situation is, a written strategy is a good idea. It will help you think about important questions, lay a foundation for your retirement and see if you’re still on track.
Welcome to Medicare
This educational seminar will provide you with an understanding of Medicare's different parts: A, B, C, and D. We will help you navigate what Original Medicare typically covers, and we will talk about the broader variety of Medicare plan types available, without discussing the specific benefits of individual plans.
Life Insurance and Final Expense
This workshop will provide a clear understanding of life insurance, final expense coverage, and Indexed Universal Life (IUL) policies. Learn how these options can protect your loved ones, cover end-of-life expenses, and build long-term financial security. Our goal is to help you make informed insurance decisions without focusing on specific policies.