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Getting the Most Out of What You’ve Got: How to Make Your Money Last for Life – and Beyond

Jim’s tips for getting the most out of your existing IRA, retirement plans and more. You’ll automatically receive our monthly Retire Secure! newsletter to keep you up-to-date on news and issues that affect your retirement money. And, you’ll receive a bonus report titled: The Ideal Beneficiary Designation of Your Retirement Plan: Lange’s Cascading Beneficiary Plan.

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"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."

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Lectures and Appearances
James Lange, JD, CPA

1/19/2008
Crowne Plaza Pittsburgh South
Pittsburgh, PA

2/12/2008
Merill Lynch
Carlsbad, CA

2/21/2008
Merill Lynch
Amelia Island, FL

2/23/2008
Pittsburgh Golf Club
Pittsburgh, PA

2/26/2008
Merill Lynch
Austin, TX

3/4/2008
Citigroup Global Wealth management
San Diego, CA

3/11/2008
Citigroup Global Wealth Management
Chicago, IL

3/12/2008
Smith Barney
Pittsburgh, PA

3/12/2008
Morgan Stanley
Pittsburgh, PA

3/18/2008
Citigroup Global Wealth Management
Boston, MA

3/27/2008
Merill Lynch
Washington, DC

4/2/2008
Citigroup Global Wealth Management
Orlando, FL

4/14/2008
Association of University People
Pittsburgh, PA

4/24/2008
Holiday Inn Select - University Center
Pittsburgh, PA

5/1/2008
NYU Retirement Conference
New York, NY

5/2/2008
Smith Barney
San Francisco, CA

5/16/2008
Smith Barney
San Francisco, CA

5/21/2008
Merill Lynch
Muskegon, MI

5/21/2008
Merill Lynch
Grand Rapids, MI

5/22/2008
Merill Lynch
Portage, MI

5/22/2008
Merill Lynch
East Lansing, MI

5/31/2008
Crowne Plaza Pittsburgh South
Pittsburgh, PA

6/27/2008
Merill Lynch
Pittsburgh, PA

10/14/2008
Merill Lynch
Orlando, FL

10/15/2008
Merill Lynch
St. Petersburg, FL

10/16/2008
Merill Lynch
Fort Lauderdale, FL

10/21/2008
Merill Lynch
Charlotte, NC

10/23/2008
Merill Lynch
Atlanta, GA