Speaker Series
Our Latest Event
Wealth building is a life-long journey, which means creating a legacy for your loved ones can start today. Join us for a conversation on the “dos” and “don’ts” at each phase of wealth building.
Medicare Open Enrollment
Annual Enrollment Period (AEP) is a set time every year when you can join, switch, or drop a Medicare Part C or D plan. Coverage needs can change and AEP is the time to address those new or different changes.
Financial Considerations During Divorce
This webinar will provide a brief overview of legal matters, while focusing mainly on the financial considerations during the divorce process.
Secure Your Online Presence
We discuss the latest in cyber security and steps you can take to make your passwords and accounts as secure as possible.
The Decade Before Retirement
Choices made during the final decade of your career can deeply impact your retirement plan. Are you as prepared for retirement as you’d like to be?
8000 Days in Retirement
Are you prepared for the possibility of spending 8000 days or more in retirement? It's a staggering number, and proper planning is essential to ensure you enjoy a fulfilling and financially secure retirement.
Generational Wealth Transfer
We discuss why family wealth transfers can fail, how to avoid mistakes, and how open communication between family members may lead to successful transfers of wealth.