Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Retirement 101 - With James Varnum, Education & Enrollment Specialist with Nationwide

Jun 20, 2022 07:00 PM Eastern Daylight Time - Jun 20, 2022 08:00 PM Eastern Daylight Time
- Webinar, Online

We know that retirement is as unique as each individual planning for it. That’s why at Nationwide, we define retirement as your vision for the future – not as dollars and benchmarks. Retirement is different for everyone. And because it may seem far away, it’s hard to imagine what it will look like for you. But having some of your biggest questions answered can help you start planning. Please join us to learn more about saving for retirement.

Retirement 101 - With James Varnum, Education & Enrollment Specialist with Nationwide

Dec 13, 2021 07:00 PM Eastern Standard Time - Dec 13, 2021 08:00 PM Eastern Standard Time
Location To Be Determined

We know that retirement is as unique as each individual planning for it. That’s why at Nationwide, we define retirement as your vision for the future – not as dollars and benchmarks. Retirement is different for everyone. And because it may seem far away, it’s hard to imagine what it will look like for you. But having some of your biggest questions answered can help you start planning. Please join us to learn more about saving for retirement.

Planning For Healthcare Costs in Retirement With David Harris, Vice President with Nationwide Retirement Institute

Oct 13, 2021 11:00 PM Eastern Daylight Time - Oct 15, 2021 03:59 AM Eastern Daylight Time
Online Webinar, Bloomfield Hills , MI

Learn about how  healthcare costs can impact your retirement income. Learn what Medicare covers and what costs you pay out-of-pocket.  Learn what planning options you can use to prepare for these expense.

Hosted by: Bosart Wealth Management Group

About our speaker:

David Harris joined Nationwide in 1997 and is currently a Vice President with the Nationwide Retirement Institute. In his role Dave is dedicated to educating on the latest in retirement income solutions. He annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group.

Retirement 101 - With James Varnum, Education & Enrollment Specialist with Nationwide

Sep 20, 2021 11:00 PM Eastern Daylight Time - Sep 21, 2021 12:00 AM Eastern Daylight Time
- Webinar, Online

We know that retirement is  as unique as each individual planning for it. That’s why at Nationwide, we define retirement as your vision for the future – not as dollars and benchmarks. Retirement is different for everyone. And because it may seem far away, it’s hard to imagine what it will look like for you. But having some of your biggest questions answered can help you start planning. Please join us to learn more about saving for retirement.