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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Social Security and Medicare

Social Security and Medicare

Oct 11, 2022 04:00 PM Eastern Daylight Time - Oct 18, 2022 04:00 PM Eastern Daylight Time
Location To Be Determined

Join us for two virtual presentations on Social Security and Medicare, presented by the Hagerstown Branch. Please contact our office for more details on how to attend.

Session #1: Health care and wealth planning

Tuesday, October 11th, 2022 | 4 p.m. ET

In this presentation you'll learn about:
•    Medicare
•    Estimating retirement health care costs
•    Health savings accounts
•    Retirement income considerations
Guest speaker: Peter Stahl, CFP®, President of Bedrock Business Results
Session #2: Social Security

Tuesday, October 18th, 2022 I 4 pm. ET

In this session you'll learn about: 
•   How Social Security benefits are calculated
•   How spousal benefits work
•   How to maximize your overall benefits
Guest speaker: Griffin Geisler, CFP®, MBA, RICP, Wealth Planning Consultant, RBC Wealth Management