Planning Your Retirement: Things You Need To Know


MAY 25 & 26, 2022

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Can't attend live? No worries! Sign up and get the replay via email.

During this live interactive webinar, you will learn:

Ways to obtain the income you can’t outlive!

Do you have to risk a loss to grow your assets?

Options that let one avoid taxes on IRA distributions

Eye-opening Strategies that may save taxes on your Social Security Income

How an Estate Plan can help maximize the value of assets and lower the tax burden on your estate

Utilizing Tax Deductions and Credits to help you pay less to the IRS

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About the Webinar

New for 2022! Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this live 2-hour crash course on Retirement, Social Security, Taxes and Estate Planning is a perfect primer for your retirement journey.

Whether you are completely new to retirement planning or have been planning your future for years, there is always something new you can learn from our interactive workshops!

This value packed intensive training is FREE and includes:


  • How long will you work?
  • Social Security
  • 401k/IRA
  • Saving Assets
  • Annuities
  • Retirement/Market Risks
  • Death of a spouse/significant other
  • Nursing home/Long-term care
  • Impact of Interest rates/Inflation

Historical Investing

  • Stock & Bonds
  • Diversification/Asset Allocation
  • Tactical Investing
  • Broker vs Fiduciary

Financial Solutions

  • Stocks & Bonds
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Social Security Benefits

“What if I can't attend the live webinar, but still want to take this course?”

You don't have to be present for the live webinar to get all the benefits from this awesome intensive training. Enroll and watch the replay video at your convenience - you'll receive the entire presentation via email. We know your life is busy, and we designed this program to work within your schedule. 

Awesome, I'm In!

Meet the Instructor

Sonja Comeaux

Sonja Comeaux’s career began in the early 1980s as a business owner specializing in Cajun foods. She owned and managed two retail outlets, plus a USDA-regulated Cajun food processing plant.


After retiring from the food business, Sonja began a new career in Financial Advising. Her passion is working with federal employees to help educate them on their benefits and retirement options.


Licensed in 18 states, she conducts educational presentations across the country. Sonja has worked with numerous federal agencies such as the USDA, IRS, HUD, VA, Homeland Security, and many others.

Sonja is able to discuss all the federal benefits programs available with employees and family members – both active and retired.

Choose Your Class Date


May 25, 2022
Planning Your Retirement: Things You Need To Know

6 PM (CST)

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May 26, 2022
Planning Your Retirement: Things You Need To Know

6 PM (CST)