The content of our free seminars is focused on topics important to those planning for retirement or in retirement.
- Retirement Planning 101. Just getting started, this is a course that covers the basic issues we believe you should know for those nearing and in retirement.
- Cybersecurity for Retirees. Learn ways to protect yourself from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
- Medicare Basics. Learn about some common pitfalls before signing up for Medicare.
- Tax Planning Workshop. Develop a tax planning strategy and learn how the new tax rules can affect your retirement nest egg.
- Social Security Planning Workshop. Learn important ways to maximize your Social Security benefits.
- Generational Estate Planning. Find out about choosing the best options for transferring assets to the next generation to ensure they are cared for.
Register today for an upcoming seminar or workshop below. If you don’t see an event near you or one that fits your schedule, we’d love to meet with you in our office or by phone.