Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 25, 2024

5:00p - 6:00p

Virtual via Zoom

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.

April 18, 2024

5:00p - 6:00p

Virtual via Zoom

Social Security Workshop

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

November 29, 2023

3:00p - 4:00p

Virtual Via Zoom

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.

Event Registration