Take the first step toward reaching Your Financial Goals
Get the information that can help you live a confident retirement.
Educational Workshops
Tailored toward tackling some of the most critical big-picture financial matters facing both retirees and those approaching that designation, our monthly educational workshops aim to turn tricky subjects into digestible direction.
Attend one of our workshops to learn key tips on how to successfully navigate the road ahead.
UPCOMING EDUCATIONAL EVENTS:
Tuesday, April 4
Taxes and Retirement
11:30 am | Willow Fork Country Club
Wednesday, May 17
6 Estate Planning Must Haves
11:30 am | Weston Lakes Country Club
Wednesday, June 21
Taxes and Retirement
11:30 am | Weston Lakes Country Club
Wednesday, July 19
Medicare – Time Sensitive Decisions You Need to Know!
11:30 am | Weston Lakes Country Club
Wednesday, August 23
Maximize Your Social Security
11:30 am | Weston Lakes Country Club
Wednesday, September 20
Retirement Mistakes You Will Regret Forever: “Falling For Too-Good-To- Be-True Offers/Scams”
11:30 am | Weston Lakes Country Club
Wednesday, October 18
Retirement Mistakes You Will Regret Forever: Ignoring Long Term Care
11:30 am | Weston Lakes Country Club
Wednesday, November 15
Will vs Trust – What’s The Difference?
11:30 am | Weston Lakes Country Club
Wednesday, December 20
6 Strategies For Staying Well In Retirement
11:30 am | Weston Lakes Country Club
Wednesday, April 19
Maximizing Your Retirement Income
11:30 am | Weston Lakes Country Club
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
