Our Events
Social Security
Social Security - All you need to know
Wednesday, September 10, 2025 at 12:00 PM
Medicare
Everything You need to know. Transitioning from Group Health to Medicare
Wednesday, October 8, 2025 at 12:00 PM
Long Term Care
The Perils of not having a plan
- Impact to your family and their lifestyle
- Frailty risk
- Sequence of Trturns risk
- Aging in place
PROBATE PROBLEMS AND ESTATE PLANNING Free Online Event
Probates Problems and Estate Planning
1 Hour Discussion
Medicare-All You Need to Know
-We willl cover enrollment, the importance of having the right private insurance and what is not covered.
Wednesday June 18th at noontime
1 Hour Discussion
Savvy Social Security Planning
We will cover social security planning. When should you apply, what can you expect, how do you apply, and strategies to get the richest benefit possible.
Wednesday Sept 11th at noontime
1 Hour Discussion
Understanding Medicare
We will cover the importance of on time enrollment, proper private insurance, how earnings impact premium and more
Wednesday October 16th at noontime
1 Hour Discussion
Pitfalls of Retirement Planning
We will cover timing, risk tolerance, things to be aware of and things to avoid
Wednesday November 20th at noontime
1 Hour Discussion