EDUCATIONAL EVENTS

If you’d like an invitation to any of our upcoming events, click on the register icon and leave us your name, phone number, email and your event of choice.

Summer Educational Events:  

Why Consider Having An Estate Plan
Learn why you should have an estate plan. Learn how to avoid the cost and mistakes when planning for your estate.

Women and Retirement
A discussion on women and how to make the best financial decisions for their retirement.

Healthcare In Retirement
Understand how Medicare works and who should consider Long Term Care insurance. The true cost of care in retirement.

Fall Events:

Social Security Maximization
Making the right decision as to when to start your benefits can add tens of thousands of dollars to your retirement.

Understanding Required Minimum Distributions or RMD’s
Making the right decision as to when to start your benefits can add tens of thousands of dollars to your retirement.

About Our Events

“The seminar showed us how we could add tens of thousands of dollars of addition benefits by taking our Social Security at the right time.”