Events

Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2021 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…

Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2021 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…

How does Social Security fit into your overall income plan in retirement and how do you optimize it? Social Security can make up to 40% of your income in retirement yet, only 50% fully understand it. Join us for a complimentary, informational workshop to learn how to avoid common Social Security claiming mistakes, what Full…

How does Social Security fit into your overall income plan in retirement and how do you optimize it? Social Security can make up to 40% of your income in retirement yet, only 50% fully understand it. Join us for a complimentary, informational workshop to learn how to avoid common Social Security claiming mistakes, what Full…

Learning how to avoid costly mistakes may be the best investment you can make. During the event, Wendy will reveal the strategies and techniques for preserving your capital, legally averting taxes, addressing your healthcare and driving more safe income, even in a turbulent market. • How to take control of your retirement and feel empowered…

Learning how to avoid costly mistakes may be the best investment you can make. During the event, Wendy will reveal the strategies and techniques for preserving your capital, legally averting taxes, addressing your healthcare and driving more safe income, even in a turbulent market. • How to take control of your retirement and feel empowered…

Bonus: Economic Outlook presented by featured speaker Tim Sargent, Director Sterling Capital Management   ⦁ What are the 3 biggest decisions you need to make in the coming weeks and months? ⦁ How can you potentially maximize your Social Security benefits? ⦁ Do you understand your retirement risk in a volatile market environment? ⦁ Is…

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 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…