Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
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Long-Term Care Planning: Help Grow and Protect Your Financial Future
Monday, April 24th, 2023 at 12:30 PM EST | It is imperative that seniors, those approaching retirement age, and the families of those needing long-term care, take advantage of the planning opportunities that exist today. We want to help you understand the basics of planning for long-term care, including expected care costs, the potential role of insurance, and how planning ahead can increase the likelihood of receiving care in the ways you decide. Please join us for an exclusive webinar with our guest speaker Pat Monaghan of Lincoln Financial Distributors. Pat will discuss what long-term care is, the average costs of care in the US, and how long-term care planning gives individuals more control over decisions affecting them and the freedom to choose their care preferences. Agenda: 12:30 – 1:00 | Long-Term Care Planning Presentation 1:00 – 1:30 | Q&A (as needed)
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Seize Today. Secure Tomorrow. A Guide to Social Security.
Tuesday, April 25th, 2023 at 12:30 PM EST | Get up to speed about Social Security and the claiming strategies for maximizing this important asset. In addition to discussing how Social Security fits into your retirement income plan, we will also provide important scenarios for you to consider to maximize the benefit, while answering common questions including: - Will Social Security be there for me? - How are my benefits determined? - How do I decide when to collect? - How do I use spousal benefits? - How do survivor benefits work? Please join us for an exclusive webinar with our guest speaker Mike Sosnowski, Director of Advanced Markets at Transamerica. Mike will discuss: - Social Security and what it means to you - Common questions about Social Security - Review of specific Social Security claiming strategies Agenda: 12:30 – 1:00 | Social Security Presentation 1:00 – 1:30 | Q&A (as needed)
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Raising Financially Aware Kids: Understanding the Value of a Dollar from Toddler to Teen
Thursday, May 4th, 2023 at 12:30 PM EST | Raising Financially Aware Kids covers basic principles to help kids make good money decisions. Please join us for an exclusive webinar with our guest speaker Brad O'Neill of American Century Investments. Brad will discuss: - Understanding the difference between “needs” and “wants” and values around money - Establishing saving and investing habits at every age - Knowing aspects of debt and borrowing—what to watch for and how those concepts apply to paying for an education **Each attendee will receive a complimentary Raising Financially Aware Kids book after the event. Agenda: 12:30 – 1:00 | Raising Financially Aware Kids Presentation 1:00 – 1:30 | Q&A (as needed)
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Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
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Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.