Events

Taxes in Retirement Seminar

For most people, taxes involve collecting paperwork at the beginning of the year and handing them over so a tax return can be prepared. There might be a rebate or a bill, they are not really sure. But this is not the right way to approach taxes, especially in retirement. Small decisions can have a huge impact on the amount of taxes you pay. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your expenses. People often pay more in taxes than necessary because they do not understand the challenges of retirement tax planning. This seminar aims to change that.

Long Term Care Seminar

Long-term care planning isn’t about predicting the future, it’s about helping your loved ones navigate uncertainty with greater clarity and confidence. This seminar provides clear education, and practical planning considerations to help you prepare for rising healthcare costs without disrupting your retirement or placing unnecessary strain on your family. If you’ve ever thought, “I really should figure this out,” this is the place to start.

Medicare Seminar

How much do you know about Social Security income and Medicare benefits? Social Security and Medicare are both complicated programs. It is to your benefit to understand how they work and how you can maximize your benefits. Wisely managing your Social Security retirement and Medicare benefits starts with understanding the facts.

Social Security Seminar

Social Security is the first or second largest source of income for most retirees. The new tax law changes have placed a strict time & age limit on some special claiming strategies. TIMING IS EVERYTHING! Learn simple strategies to help maximize your benefits & increase your retirement income. One of the most important decisions you will make before retirement is when and how to claim Social Security benefits. The difference between the best and worst possible claiming strategy can mean thousands—or even hundreds of thousands—of dollars in lifetime income.

Taxes in Retirement Seminar

For most people, taxes involve collecting paperwork at the beginning of the year and handing them over so a tax return can be prepared. There might be a rebate or a bill, they’re not really sure. But this isn’t the right way to approach taxes, especially in retirement. Small decisions can have a huge impact on the amount of taxes you pay. In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your expenses. People often pay more in taxes than necessary because they don’t understand the challenges of retirement tax planning. This seminar aims to change that.

5 Years to Retirement Workshop

Preparing for retirement does not have to feel overwhelming. With the right information in the final 5 years, you can make more confident, informed decisions about your income, taxes, and healthcare costs.

Taxes in Retirement Seminar

We’ll cover how changing tax laws, retirement income sources, and required minimum distributions can impact your financial future. Learn strategies for managing taxes, optimizing retirement income, and making informed decisions about Social Security, Medicare, and charitable giving. Walk away with practical steps to help protect your retirement savings and create a tax-efficient plan for the years ahead.

Taxes in Retirement Virtual Seminar

We’ll cover how changing tax laws, retirement income sources, and required minimum distributions can impact your financial future. Learn strategies for managing taxes, optimizing retirement income, and making informed decisions about Social Security, Medicare, and charitable giving. Walk away with practical steps to help protect your retirement savings and create a tax-efficient plan for the years ahead.

Long Term Care Seminar

What does what long-term care really mean? What does and doesn’t Medicare cover? What are the options available to help protect your independence and your family?

Long Term Care Virtual Seminar

What does what long-term care really mean? What does and doesn’t Medicare cover? What are the options available to help protect your independence and your family? Hosted by Financial Advisor Scott stern, join us and we’ll explore practical steps to prepare for tomorrow with confidence and compassion.

Social Security and Your Retirement

Ready to make the most of your Social Security benefits?

Social Security and Your Retirement Virtual Seminar

Hosted by financial advisors Peter Monahan and Jesse Raines for a free seminar where we will break down when to claim, how benefits are calculated, and smart strategies to boost your retirement income. Can't make it in person? Join us virtually 6:30-7:30pm on October 2nd!

Medicare and YOU Seminar

An educational seminar we will cover the different parts of Medicare, how and when to enroll, and strategies to avoid costly mistakes. designed to give you clear, practical guidance so you can make confident decisions about your healthcare in retirement.

Financial Education for Business Owners

Join us for an informative evening where you will learn: The basics of structuring a future sale of your business, common issues business owners face during succession, how to make informed, confident decisions about your next steps. You will also receive an in-depth resource guide to keep and reference now or years from now. Bonus: After completing the seminar, you can schedule a complimentary, no-obligation consultation or request an informal business valuation for your company

Financial Education for Business Owners

Join us for an informative evening where you will learn: The basics of structuring a future sale of your business, common issues business owners face during succession, how to make informed, confident decisions about your next steps. You will also receive an in-depth resource guide to keep and reference now or years from now.

Medicare and YOU Seminar Virtual Seminar

An educational seminar we will cover the different parts of Medicare, how and when to enroll, and strategies to avoid costly mistakes. designed to give you clear, practical guidance so you can make confident decisions about your healthcare in retirement.

Taxes and Retirement- June 19th

Tax rates implemented by the Tax Cuts and Jobs Act are historically low now, but they’re scheduled to expire at the end of 2025. With federal debt levels rising, relatively high levels of inflation, and increasing interest rates, it's entirely possible that we'll see additional changes in the coming years.

Taxes and Retirement

Tax rates implemented by the Tax Cuts and Jobs Act are historically low now, but they’re scheduled to expire at the end of 2025. With federal debt levels rising, relatively high levels of inflation, and increasing interest rates, it's entirely possible that we'll see additional changes in the coming years.

Emotional Investing & Market Volatility

Emotional Investing and Market Volatility