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Educational Events

Demystifying Annuities

What are annuities? How do they work? Are they appropriate for you in your investment startegy? Join us for a seminar and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement.


6pm

Wednesday, September 14, 2022


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Estate Planning and Preserving your Wealth

Do you have a will? Do you need a trust? Do you have/need a Power of Attorney? These are some of the questions that you need to consider when planning your estate. Estate planning is a vital piece in planning for your family and your retirement.


6pm

Tuesday, October 18, 2022

Wednesday, October 19, 2022



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Preparing for a Healthy & Wealthy 2023

Do you need a financial "check-up"?   Are you working hard to live a longer life without investing to enjoy it? Think about it. Maybe you’re doing the right things to live a longer,healthier life — eating right, exercising, taking time to relax and spending time with loved ones. But if you’re not getting yourself financially prepared for longer life, you’re only getting half the job done.

6pm

Wednesday, November 9, 2022

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What to do if a Spouse or Loved one Passes?

25 Documents you should have, Things to avoid for 6 months, ICE, meaning and importance. 







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ESTATE PLANNING AND PRESERVING YOUR WEALTH SEMINAR - Do you have a will? Do you need a trust? Do you have/need a Power of Attorney? These are some of the questions that you need to consider when planning your estate. Estate planning is a vital piece in planning for your family and your retirement.

RETIREMENT REALITY - Is it important to you to be educated on important topics that could greatly impact your retirement income? Is your current retirement strategy prepared for longevity, taxes, health events and economic volatility? 

SOCIAL SECURITY - Learn how to maximize your social security benefits and how the new tax laws affect you.

WHAT to do WHEN a SPOUSE or LOVED ONE DIES? - 25 Important Documents, 7 steps to help you prepare and What major decisions should you avoid for 6 months?

STAYING SANE IN A CRAZY MARKET - The markets will go up and down; that is a fact. But rarely do we see both the equity markets and bond markets decrease together. How do you stay sane and keep your cool through this kind of market?

DEMYSTIFYING ANNUITIES - What are annuities? How do they work? Are they appropriate for you in your investment startegy? Join us for a seminar and discussion to learn about annuities and how they can provide a predictable, reliable, sustainable income stream during retirement.

TAXES IN RETIREMENT - How lost deductions may affect your taxes in retirement, Common misconceptions about taxes in retirement, Taxes when working while collecting Social Security, and Learn How the New Laws Affect YOUWhy, how and when do you know to invest? Learn what barriers there are to investing.

EXTENDED CARE SEMINAR - There are approximately 111 million Baby Boomers and GenX people in the United States If you need care, HOW will it affect your spouse and loved ones? AND, if you need care, how will you pay for it?

PREPARING FOR HEALTHLY  AND WEALTHLY Year  - Are you working hard to live a longer life without investing to enjoy it? Think about it. Maybe you’re doing the right things to live a longer,healthier life — eating right, exercising, taking time to relax and spending time with loved ones. But if you’re not getting yourself financially prepared for longer life, you’re only getting half the job done.

INVESTING 101 - As your life develops and changes, your financial situation also evolves. Learn to properly prepare for financial decisions you make.

RSVP to Beth at 859-291-9290 or Register on our Events Page

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.