Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events

The Essentials of Social Security


Dinner Presentation

The new decade has already brought in a higher cost of living, increased full retirement ages, and more withholding thresholds for those filing early for Social Security*. Learn how these types of changes could impact you!

How could the decisions of the current administration affect my benefits?
HIGHER TAXES in the future? How to TAKE CONTROL of your retirement finances.
• Learn STRATEGIES for COORDINATING SOCIAL SECURITY with other retirement income.
• Learn important RULES that affect WHEN and HOW you file for benefits
• Learn options that can MAXIMIZE YOUR BENEFITS and how to MINIMIZE TAXES on your Social Security
•Will SOCIAL SECURITY still be around when I need it?
Please contact us to be notified of upcoming events

Rather Meet
Schedule a meeting with a member of our team to create your financial strategy today.