Events

Savvy Social Security Planning: Basic Rules and Claiming Strategies

A breif 30-45 minute presentation intended to give you all the information you need to make an informed claiming decision!

Quarter 3 Review: Planning Ideas for 2021 and Beyond

We are still feeling the effects of the Pandemic and Quarentine. Effects on the Supply Chain are still being felt as we are seeing inflation rise. Learn how has the market, Federal Reserve and Government reacted and what actions they might take in the future.

Medicare Basics: The Fundamentals You Need to Know

A short 30 - 45 minute discussion on Medicare Fundamentals and the things you need to know before and during enrollment.

What’s new with Social Security?

What's new with Social Security? 7 Topics to Watch in 2021

Q2 Review, Planning Ideas for 2021 and Beyond

Half the year has already past. What is the state of the market as the country starts to open back up. Learn how the pandemic effected the market and how are the FED, Governments and Investors responded. How could this effect your retirement plan moving into the future? Zoom Link will be provided once RSVP is received.

Sample Registration/Landing Page. (copy)

Topic Summary I can chage this image too, Should we IIS Lo

Sample Registration/Landing Page.

Topic Summary I can chage this image too, Should we IIS Lo

Managing Through the Coronavirus Crisis (copy)

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward

Check-In Webinar

Managing Through the Coronavirus Crisis

Part 1: Whats Happening Part 2: The CARES act and additional stimulus measures Part 3: How does this compare to 2008? Part 4: There is a path forward