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Our Seminar Schedule

LIVE Seminars - COVID Compliant Room

New 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?

October 20, 2020 at 6:00pm - Full

October 22, at 11:45am or 6:00pm

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Social Security Workshop

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

 November 10, 2020 at 6:00pm

 November 12, 2020 at 11:45am



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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 YOU



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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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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 YOU

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?

UNDERSTANDING YOUR STATEMENTS - Learn to read your financial statements - 401k, life insurance, annuity, etc. 

SIX BARRIER TO INVESTMENT SUCCESS - Why, 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?

ESTATE PLANNING AND PRESERVING YOUR WEALTH SEMINAR - Estate Management is effective in managing your financial and personal affairs during your lifetime:and second, distributing your wealth after your death. Through effective estate management you can avoid needless expenses in legal costs, and you can provide for loved ones who may not be protected otherwise.

HEALTH AND WEALTH SUMMER SEMINAR SERIES - 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