Retirement Elevated

Sound Advice for Your Future

Your Retirement and Taxes

You can protect your retirement income and lifestyle from taxes - but only if you plan wisely. And that’s a big “if.” It’s extremely important you have a strategy and you re-visit and update it regularly.

Feeling overwhelmed? Attend this practical course - there’s nothing like solid information to make you feel more in control. Get the facts and figures, based on the latest tax laws, on how to make sure your retirement income lasts as long as you do.

Courses Offered Nationally

Finding a course close to you is simple. We offer courses all over the country so whether you are home or traveling, you are sure to find something that works for you.

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About Retirement Elevated

Retirement Elevated is a provider of educational courses taught by more than 75 active financial advisors and qualified instructors across the country. It was started by seasoned financial advisors Sean P. Lee, founder and president of Elevated Retirement Group in Utah and Scott Dougan, founder and principal of Global Plains Advisory Group in Kansas. Since 2014, they have given thousands of retirees and pre-retirees the knowledge and tools to tackle their biggest retirement concerns.

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Heart of a Successful Retirement

Do you wish there was a resource you could trust to help you make the right decisions about an investment, Social Security or your taxes and estate planning?

Attend our insight-filled courses. We’ll address your biggest concerns and give you the right knowledge, insight and strategies to tackle them - no financial product or service sales pitch.