Events

Medicare Basics BEFORE Open Enrollment begins Oct 15-Dec 7!

In this presentation, you'll learn: - What Medicare is, who is eligible for it, and how you get it. - Who needs to enroll in Medicare and when. - The two ways to have Medicare and how to choose. - What Medicare costs, and how to mitigate those costs through private insurance. - How to start planning for future healthcare costs.

Cutting College Costs: How to Avoid Overpaying

Families often overpay for college, take on too much debt, and hurt their savings and retirement plans because they've tumbled unprepared into the late-stage college funding pressure cooker. But late-stage college funding planning can make this period in your life less stressful and pressured.

Why Estate Planning? Why Now?

According to the National Association of Estate Planners and Councils, Estate planning encompasses the purposeful accumulation, conservation, preservation, and transfer of an estate by establishing clear goals and objectives.

Getting Long Term Care Planning Right

The challenge: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people's financial security.

Social Security-What Boomers Need To Know To Maximize Their Income

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don't miss this valuable workshop designed especially for baby boomers.

How Tax Planning Changes Through 4 Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

Transitioning to Medicare

In this presentation, you'll learn how Medicare coordinates with other forms of insurance, like group health plans and COBRA, as well as - Who needs to enroll in Medicare and when. - How to effectively transition to Medicare, while keeping all the deadlines in mind.

Tax Saving Strategies to Help You Get More Out of Your IRA

The IRA planning decisions you make today can have an impact on your overall retirement plan in the future. Let me help you wrap-up your 2022 planning get you ready to conquer 2023!

1 Hour to Savvy Cybersecurity

In just one hour, learn your cybersecurity score and start building a customized cybersecurity action plan that will stop the hackers, identity thieves, and spammers.

Social Security and Medicare

Social Security and Medicare

What Baby Boomers Need to Know when Transitioning into MEDICARE!

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. This workshop is purely educational. No specific insurance or investment products will be discussed.

Qualifying for Financial Aid

Get a personalized, inside look at how to qualify for more financial aid!