Events

Helping People Make Great Decisions about Their Personal Finances begins with Education

Focus Financial - Jay Ennis, Financial Advisor

Presentations designed not only to inform but to impact the lives of those who attend.

You are encouraged to "Contact Us" to stay informed about upcoming programs.

For full disclosures, visit our website at www.jayennis.com. 

Upcoming Events

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Past Events

September 4, 2026

1:01p - 2:01p

Focus Financial - Jay Ennis at the Grand Terrace building

Retirement, Medicare & Wills & Trusts Presentation

Important retirement income, tax strategies, Medicare and Estate Planning for greater peace of mind and creating a more independent and dignified retirement. Topics covered include; Jay Ennis, ChFC, RICP, TPCP, ChFEBC - Retirement Income and Tax Strategies - The focus is on what you need to know to avoid pitfalls and mistakes. Special guest speakers, Tom & Dan Mueller, will be covering Medicare basics and important information you need to know about recent changes in the Medicare market. Russ Tessman will talk about the importance of wills, trusts, medical and financial powers of attorney and other important estate planning instruments updated and in place.

Investment advisory, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth. Osaic Wealth, Inc does not provide tax advice.

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