Broker Check

Our Seminar Schedule

REGISTER at  EVENTS PAGE

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 
  • Learn How the New Laws Affect YOU
KY Date(s): Thursday, March 7, 2019 at 7:00on at Kenton Cty Library - Erlanger

OH Date (s): Thursday, February 28, 2019 at 6:00pm at Peoples First Savings Bank


SOLVING THE RETIREMENT INCOME PUZZLE

  • Understanding the five biggest challenges to retirement income planning
  • Why changing your investment philosophy upon retirement is critical
  • The importance of segregating your income producing assets from your growth assets

KY Date (s):  Starts at 6:15pm - Call Sammi at 859-291-9290 to register

The Chart House, Newport KY
Tuesday, February 19th or Tuesday, February 26th


SOCIAL SECURITY PUZZLE SEMINAR

  • Explain when, what, and how to File
  • Learn How the New Laws Affect YOU

KY Date(s): TBD
OH Date (s): TBD


WHAT to do WHEN a SPOUSE or LOVED ONE DIES?

  • 25 Important Documents
  • 7 steps to help you prepare
  • What major decisions should you avoid for 6 months?


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.
 

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