Events

1st Annual Symmetry “Shred it and Forget It” Day

All About Long-Term Care

One of the risks that faces all retirees is the potential of a long-term care event and the rising costs that are associated with this care. Quite often I get questions from clients about long-term care insurance options that are available to protect against this risk.

Social Security Workshop

Social security can be complex, so understanding its nuances is key to maximizing your income benefits in retirement.

Estate Planning and Your Finances

Estate planning can seem like a daunting task for some, but we’ve made the first step easy by putting together a virtual webinar for you to learn more about the ins and outs of getting your estate in order.