Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 17, 2025
6:00p - 7:00p
Zoom Web Conferencing
Family Legacy Webinar
Join us for a discussion of values and wishes, goals and dreams. Too often, the questions of "What's most important to us?" goes unanswered in families. In this presentation we'll discuss: Why your legacy is more than just money. How the four pillars of leaving a legacy include everything from family traditions to personal possessions. What your unique legacy is. How you can start a discussion with your loved ones on planning and providing for your own legacy.
July 29, 2025
6:00p - 7:00p
Zoom Web Conferencing
Medicare 101 Webinar
Join us for this informational session where we'll go over the basics of Medicare. Bring your Medicare questions and leave with information you can actually use!
June 5, 2025
6:00p - 7:00p
Zoom Web Conferencing
Guide To Tariffs
Join us for a webinar discussing how tariffs impact the economy, markets and, more importantly, you as investors! Presented by David Keib, SVP of Capital Group, home of American Funds.
May 21, 2025
6:00p - 7:00p
Zoom Web Conferencing
Maximizing Social Security and Managing Health Care Costs in Retirement
Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies to help maximize your Social Security benefits, you’ll also learn how to manage your health care costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses. Workshop topics include: • Maximizing Social Security income for you and your spouse • Understanding the impact and potential costs of starting Social Security benefits before your full retirement age • Strategies to help reduce taxation of Social Security benefits • Estimating your future healthcare costs in retirement • Understanding Medicare Parts A, B, C and D, what they cover, and what they cost
February 12, 2025
6:00p - 7:00p
Zoom Web Conferencing!
A Closer Look at Your Social Security Benefits
Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age? Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options. Topics Include: •Maximizing Social Security income for you and your spouse • Understanding the impact and potential costs of starting Social Security benefits before your full retirement age • Strategies to help reduce taxation of Social Security benefits
November 5, 2024
6:00p - 7:00p
Zoom Web Conferencing
Long-Term Care Planning 101
Many of us will need long-term care at some point in our lives. The costs can be steep, and planning for the possibility of that care can be a challenge. Taking the time to learn about your long-term care options now can help you stay in control of your choices later. Dial-in as we talk about: *Why it's important to plan for the possibility of LTC *Ways to pay for that care *Common misconceptions about the role Medicare and Medicaid plays' *How to start planning for your needs
October 29, 2024
6:00p - 7:00p
Zoom Web Conferencing!
A Closer Look At Your Social Security Benefits
Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age? Whatever your plans, this webinar will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. Topics include: • Maximizing Social Security income for you and your spouse • Understanding the impact and potential costs of starting Social Security benefits before your full retirement age • Strategies to help reduce taxation of Social Security benefits
September 18, 2024
6:00p - 7:00p
Zoom Web Conferencing
Medicare And The Inflation Reduction Act
Major changes are coming to Medicare in 2025! Due to the Inflation Reduction Act, ALL plans may be impacted. Even if you've been enrolled in Medicare for several years, these changes can have an impact on your current plan and premiums. Annual enrollment is just around the corner, so be sure to mark your calendars, and dial in to learn more about these changes in regards to your own plan!
July 31, 2024
4:00p - 5:00p
Virtual Webcast
Midyear Outlook: Still Waiting for the Turn
Join LPL Financial for a webinar that brings market insights to you. Covering topics like when interest rates may fall to what to expect from the stock market, you’ll get a solid overview – and great takeaways for the next discussion with your advisor!
June 20, 2024
6:00p - 7:00p
Zoom Web Conferencing
Protecting Information and Defending Against Identity Theft
Identity theft cost Americans $56 billion in 2020 with about 49 million consumers falling victim. Awareness is the best prevention and this presentation reviews various strategies and tools to both help protect information and guide you in the right direction to secure your financial future. In this webinar we will explore the 3 types of cyber-attacks and how they work: 1.Espionage 2.Ransomware 3.Phishing
April 30, 2024
6:30p - 7:30p
Zoom Web Conferencing
Market Update: Election Years And Investing
Elections come and go. Results last a lifetime. The impact of an election year on the market can be unsettling for some investors. Join us as we discuss the historical impact of previous presidential elections and how current uncertainty is influencing market trends with a brief market update from David Keib, SVP of Capital Group!
April 17, 2024
6:00p - 7:00p
Zoom Web Conferencing!
Making The Most of Your IRA
IRA rules are complicated. That’s why so many people make mistakes and may not even realize it. This workshop will help you navigate and avoid issues related to: • Contributions • Rollovers • Withdrawals/distributions • Required Minimum Distributions (RMDs) • Naming beneficiaries • Roth IRAs
March 20, 2024
6:00p - 7:00p
Zoom Web Conferencing!
A Closer Look at Your Social Security Benefits!
Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age? Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. Topics include: • Maximizing Social Security income for you and your spouse • Understanding the impact and potential costs of starting Social Security benefits before your full retirement age • Strategies to help reduce taxation of Social Security benefits
February 21, 2024
6:00p - 7:00p
Zoom Web Conferencing
Navigating Today's Tax Environment
Let’s talk about your taxes today and how they are changing this year. Learn how to look at your portfolio through a tax-efficiency lens and see what you can do to help manage the taxes on your investments. Topics for discussion will include: •Overview of the current tax environment •Tax planning strategies •The importance of tax-efficient investing