Events

We're excited to host this informational workshop! Do you feel like you have too much cash not doing anything for you? Learn about cash alternatives for potential growth and liquidity. Do you know why today's market requires specialized planning to enhance your retirement goals? Find out if creating tax-free income from your IRA or 401K…

Do you have questions about Social Security and Medicare? Medicare enrollment can be complicated and it can cost you real money if you delay or make the wrong decision. When do you sign up? What is and isn't covered? When should you start Social Security? How much may you give up if you choose to…

Do you have questions about Social Security and Medicare? Medicare enrollment can be complicated and it can cost you real money if you delay or make the wrong decision. When do you sign up? What is and isn't covered? When should you start Social Security? How much may you give up if you choose to…

Make the decision that's right for you! This class will cover: Parts A & B - Original Medicare Medicare Supplements (Medigap) Part C - Medicare Advantage Part D - Prescription Drug The latest changes to Medicare

An informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Topics to be discussed include: What YOU can be doing - RIGHT NOW - to help…

An informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation. Local retirement and tax planning specialist, Wendy J. Wallace, will discuss techniques and strategies to help…

Make the Medicare choice that's right for you! We will cover: Original Medicare Medicare Supplements (Medigap) Medicare Advantage Part D - Prescription Drugs

During this event, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as: • Why taxes may be the biggest retirement risk you have not…

During this event, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as: • Why taxes may be the biggest retirement risk you have not…

You and a guest are cordially invited to an informational dinner event for area residents 50 and older, who are retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There is no obligation. Enjoy a complimentary dinner immediately after the presentation. During this event, we will reveal techniques and strategies to…