Financial Education Events
Savvy Medicare Planning
Everything you need to know about Medicare to clear up all the confusion from "watercooler' talk and armchair experts.
Managing Health Care Expenses in Retirement
30 Minutes on Medicare Basics
Transitioning to Medicare
Savvy Social Security Planning
Get the help and information you need with the important decisions you face in transitioning into retirement with these programs;
What Baby Boomers Need to Know about Their Retirement Income
Social Security Planning for Women
Social Security Planning for Couples
Basic Rules and Claiming Strategies
Savvy College Planning
There's more to college expense planning than 529 plans. Find out how to make your college savings work had for you. Programs include;
4 Keys to Cutting College Costs: How to Avoid Overpaying
An Inside Look at Qualifying for Financial Aid
6 Ways to Cut College Costs
Savvy IRA Planning
Get the help and information you need for a care-free retirement. The Savvy IRA Planning series includes;
Strategies to Help You Save Taxes and Get More Out of Your IRA
The New Retirement Rules: Understanding SECURE Act 2.0
6 Retirement Account Options Every Retiree Must Know: Picking the Right One After You've Left Your Job
Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions
Savvy Tax Planning
Retirement security is as much about what keep as it is about what you make. Learn what you need to know to build your retirement savings and keep your retirement income working for you.
The New Tax Law Workshp: 20+ Questions Every Person, Family, and Business Must Answer Soon!
How Tax Planning Changes Through Four Stages of Retirement
The New Retirement Rules: Understanding SECURE Act 2.0
Savvy Long-Term Care and Generational Planning
Understanding Long-Term Care and Estate planning is crucial. These programs give you the know-how to navigate these vital issues which affect the entire family.
Getting Long-Term Care Planning Right - Smart Approaches for People at All Stages
4 Keys to Making a Difference in a Family Caregiving Challenge
Why Estate Planning? Why Now?
Six Steps to Legacy Planning for the Generations
How to Plan, Communicate, and Execute the Smooth Tranfer of Assets and Values from One Generation to the Next
Opportunities for Collaboration and Joint Business Development