Events

A Year in Review Agenda: MARKETS IN REVIEW EQUITY FIXED INCOME REAL ASSETS GLOBAL OUTLOOK TAXES DIVERSIFIED PORTFOLIOS STICK WITH THE PLAN

Join us for an insightful session! We’ll cover key performance metrics, highlight significant achievements, and provide a detailed economic outlook. Gain a clear understanding of whats working upcoming challenges, and strategic adjustments for the next quarter. Best regards,

Our workshop called Managing healthcare costs in retirement is crucial. Here are a few key takeaways: Understand Medicare: Know what is covered and choose the right plan. Supplemental Insurance: Consider Medigap or Medicare Advantage for extra coverage. Health Savings Account (HSA): Maximize contributions before retirement. Long-term Care Insurance: Plan for potential long-term care needs. Budgeting: Factor healthcare costs into your retirement budget.

Don't miss this valuable workshop designed especially for baby boomers, plus the chance to have your questions answered by a CERTIFIED FINANCIAL PLANNER™ professional. At the Medicare Basics workshop you will learn... What Medicare is, who is eligible for it, and how to get it Who needs to enroll in Medicare and when.

Don't miss this valuable workshop designed especially for baby boomers, plus the chance to have your questions answered by a CERTIFIED FINANCIAL PLANNER® professional; At the Medicare Basics workshop you will learn... What Medicare is, who is eligible for it, and how to get it Who needs to enroll in Medicare and when.

If you are interested in learning about how to maximize your benefits, understanding why Social Security is so crucial to women, and having the opportunity to discuss your questions with a CERTIFIED FINANCIAL PLANNER professional, and are a woman between the ages of 52-65, please join us for this educational workshop to discuss these timely and interesting issues!