Year End Planning

Dec 06, 2023 04:00 PM Central Standard Time - Dec 06, 2023 04:30 PM Central Standard Time
Location To Be Determined

It’s time to consider year-end strategies that may benefit you and help you prepare for the year ahead.

 

Wednesday, December 6th @ 4pm - Register here

RSVP

Retirement Planning

Nov 08, 2023 12:00 PM Central Standard Time - Nov 08, 2023 04:00 PM Central Standard Time
Location To Be Determined

Please join us for a 30 minute presentation to discuss retirement planning strategies specific to holding your company stock in your retirement plan and how to replace your paycheck after you retire.

 

Wednesday, November 8th @ Noon - Register here

Wednesday, November 8th @ 4pm - Register here

Medicare: Learn the different parts of Medicare, how much you will have to pay for benefits, and where you can go for help.

Oct 03, 2023 02:00 PM Central Daylight Time - Oct 03, 2023 02:30 PM Central Daylight Time
Location To Be Determined

Please join us for a 30 minute presentation to discuss important aspects of Medicare and the resources available to help you.

 

Tuesday, October 3rd @ 2pm - Register here

 

 

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.