Events

Social Security: Preparing for Retirement

Four Trending Investment Topics

This seminar will discuss four “hot” investment topics and what they mean for investors. Topics include cryptocurrency, meme stocks, real estate, and commodities.

Maximizing Sustainable Income

Please come to our complimentary Retirement Planning workshop to learn and ask questions about how to turn a lifetime of savings into sustainable income for life that can maintain purchasing power in the face of inflation and risk.

Education Planning and Student Loan Debt Management

During this informative and interactive workshop, we will be covering: the FASFA form and what assets are excluded for expected contribution, the use of 529 college savings programs for payments and tax benefits, as well as the use of 401K savings, mortgages, margin and credit cards or personal loans to pay for education. Plus student loan consolidation and loan repayment.

Financial Planning for Retirement and Estate Issues

This presentation answers the questions “What is Estate Planning and why is it important?”