Retirement Education

"An investment in knowledge pays the best interest."

- Benjamin Franklin - 

Mr. Hayes is a firm believer in education. He writes and speaks regularly on financial and retirement relevant topics to various media outlets, groups and organizations. He also hosts a weekly radio show to discuss retirement related topics in great detail.  In addition, he trains other financial advisors across the country.  Mr. Hayes has received several awards and honors over his career for his knowledge and commitment to education, as well as his service and advice to his clients.​

Brian dedicates part of his time to the The Prepare Institute as a national instructor. The Prepare Institute is a non profit educational institution that provides retirement planning courses and classes nationwide. These courses and classes provide unbiased, vital information on all areas of retirement and estate planning.  Learn more about The Prepare Institute by clicking on the link below. 

Hayes Advisory Group also provides on-going educational opportunities in areas of wealth management and preservation, asset protection, tax reduction, income planning and wealth transfer and distribution. Mr. Hayes speaks nationally, but many classes are held locally in central Indiana.  If you would like to informed about upcoming educational courses, classes or events, please follow the link below to be notified.

Upcoming events:

Educational Retirement Course

​Indiana Wesleyan University – Indianapolis North Campus

Indianapolis, Indiana

- An Educational Course for Adults - Ages 50-70 -

 

With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.  Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many.  This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world. 

Two Class Time Opportunities:

Thursdays, June 18th and 25th from 6 to 9 p.m. 

 

Saturdays June 20th and 27th from 8:30 – 11:30 a.m.

Retirement Taxation Class

Kokomo Inventrek Technology Center​

COMPLETED

Informed people simply pay fewer taxes.

There are two systems of taxation in our country: one for the informed who pay fewer taxes, and one for the uninformed who pay more taxes. This retirement taxation class is designed to assist in increased tax savings and improve tax efficiency by providing education on several key areas of taxation in retirement. Offered through the Prepare Institute, a national nonprofit educational institution the provides college-style retirement education courses and classes for adults between the ages of 50-80

Two Class Time Opportunities:

Thursday evenings, March 5th and 7th from 6 to 9 pm

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Hayes Advisory Group are independent of each other.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  

 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.  

 

Lou Holtz was a paid speaker and his presentation and presence on this website should not be construed as an endorsement of services.

© 2018 Hayes Advisory Group