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Safe IRA Seminars

Safe IRA holds informational events for our clients and the greater community. Featured topics include: top-performing secure investments, navigating for investment success in the Trump political economy, Social Security planning, charitable giving and estate planning using wills and trusts. Often, our programs include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment products to custom suit your needs and objectives.

Our Calendar of Events




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Our Focus
» Wealth Accumulation
» Retirement Income Strategies
» Secure Investments
» Proper Portfolio Balance
» Asset Protection
» Investment Management
» Estate Planning
» Life Insurance
» Medicare Advantage Plans
» Our Services
Resources
» Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media. Stay abreast of the latest stories and headlines that impact you.
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Upcoming Events
» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Calendar of Events

Investment advisory services offered through EPG Advisory, LLC, a Registered Investment Adviser. Investing involves risk, including the potential loss of principal. Any comments regarding safety and guaranteed income refer only to fixed insurance products and do not refer in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the insurer. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.