Annual Medicare Seminar
Our next installment will feature Emily O’Halloran, Executive Director of Medicare Portal. She will discuss the various Medicare options (Parts A, B, C, D and MediGap (Supplement) Plans and answer questions.
Transferring Wealth To The Next Generation
Our next installment will feature Vic Rohe, Regional Director at MFS Investments. He will be presenting on the topic of transferring wealth to the next generation.
*Past Event* Market Outlook
Our next installment will feature our very own, Andrew Fincher and Sean Beznicki. The will be discussing the latest trends and insights shaping the current market environment.
*Past Event* Take Control of Your Financial Future: Five Things Every Woman Should Know
Our next installment will feature our very own Rose Price, Sarah Avila, and Elizabeth Williams. The presentation will discuss the 5 things that every woman should know, about investing.
*Past Event* Social Security & The Retirement You Envision
Our next installment will feature Max McQuiston, Senior Vice President and Advisor Practice Management Consultant with The Capital Group. Max will discuss Social Security and your retirement income plan.
*Past Event*Need to Know Changes in the College Planning Process
Our next installment will feature Cozy Wittman, with College Inside Track. This session will cover common mistakes families make in selecting a college, myths about financial aid, FAFSA changes that will impact many, many families and will guide you toward a more strategic college search.
*Past Event* Navigating the Financial Aspects of Divorce
Our next installment of our 2023 Live Greater Speaker Series will feature Family Law Attorney, Nathan Olson, and Certified Divorce Financial Analyst, Sarah Avila. The presentation will discuss the legal and financial aspects of the divorce process.
*Past Event* Principles of Long-Term Investing Reselience
Our first installment of the 2023 Live Greater Speaker Series featured Victor Rohe, Regional Director at MFS Investment Management. He covered principles of long-term investing resilience and how they apply to the current market environment in 2023.