Basics of Social Security and Investing
April 15, 12PM
For many, Social Security is the foundation of their retirement income. By understanding the rules of the road, you can make informed decisions that maximize your lifetime benefits and ensure your retirement income lasts as long as you do.
Investing is a powerful tool to build the life you've envisioned. Join us as we move from a "saving" mindset to an "investing" mindset, helping you put your money to work with confidence and clarity.
Social Security, Medicare, and Your Retirement
May 20, 12PM
Learn how to use and understand the structure, issues and recent changes around social security while you prepare for retirement.
Basics of Estate Planning
June 17, 12PM
Estate planning is one of the greatest gifts you can leave your family. It is about more than just assets; it's about providing a clear roadmap for your loved ones, ensuring your wishes are honored, and creating a seamless transition that keeps your family's private matters out of the public court system.