Year-end planning and the One Big Beautiful Bill Act

As the year-end approaches, join us for our next educational webinar on year-end financial strategies and the recently passed One Big Beautiful Bill Act. Whether you are a business owner, a professional or a retiree, you will walk away with helpful and timely strategies, tips and actionable ideas to potentially take advantage of the new bill’s provisions and get your financial house in better shape before the new year. This is a complimentary webinar. Feel free to share this invitation with friends, family or colleagues.

Medicare planning made easy

The process of navigating Medicare is complex and confusing, with more than 24,000 different plans available throughout the country. Chapter—an independent Medicare advisor—offers help in reviewing, evaluation and enrolling in the best plan for you.

Chapter analyzes the 24,000+ Medicare coverage options available. The platform accounts for potential future changes in coverage costs over time. Chapter’s Medicare professionals use this data platform to provide unbiased guidance to help you find the best health coverage for your needs while helping to minimize what you pay.

Join Griffin Geisler, Wealth Strategist and guest speaker Ari Parker, Chapter's Head of Medicare Advisory, in this discussion about all things Medicare Advisory, including Medicare’s A, B, C and D plans. This session is for those turning 65 soon, those who already have a Medicare plan, or anyone who might be interested in learning more to help a loved one better understand their options.

Guide to Retirement Webinar - 2025

Join us for our next educational webinar on critical planning considerations for securing your retirement. Learn about helpful strategies, tips and actionable steps that can help you take charge of your finances and feel more confident about this milestone event. This is a complimentary webinar, feel free to share this invitation with friends, family or colleagues.

Webinar - Saving for College: What Do You Need to Know?

Are you a parent who worries about saving both for retirement and for a kid’s education? Are you a grandparent who would like to gift their grandkids their college education? Join us to learn more about options available to save for education expenses for your loved ones. This Q&A will be a great time to ask anything related to education planning and strategies available to make smart decisions about your money.