Workshops

July Workshops:

Unlocking Social Security and Medicare

July 6, 2021

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, as well as one of the most complex. Join us to learn about maximizing your benefits.

There is no cost to register and attend.

Investing in an Uncertain Economy

July 13, 2021

Is there a better way to protect and grow your wealth? Join us to learn more about investing in an uncertain economy.

There is no cost to register and attend.

4 Keys to Making a Difference in a Family Caregiving Challenge

July 20, 2021

Elder caregiving is challenging, stress-inducing, and complex. Most families have not planned for it. Join us to find out how to plan for possibilities you may face when it comes to taking care of the elderly that are close to you.

There is no cost to register and attend.

August Workshops:

Unlocking Social Security and Medicare

August 3, 2021

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, as well as one of the most complex. Join us to learn about maximizing your benefits.

There is no cost to register and attend.

Investing in an Uncertain Economy

August 10, 2021

Is there a better way to protect and grow your wealth? Join us to learn more about investing in an uncertain economy.

There is no cost to register and attend.

4 Keys to Cutting College Costs: How to avoid Overpaying

August 17, 2021

We’ve all heard that student college loan debt is growing. Americans owe over 1.71 trillion dollars in student loan debt. Join us to learn how to begin saving before even applying.

There is no cost to register and attend.

September Workshop Series:

Unlocking Social Security and Medicare

September 7, 2021

Stop leaving thousands of dollars on the table! Social Security is one of the most important aspects of retirement, as well as one of the most complex. Join us to learn about maximizing your benefits.

There is no cost to register and attend.

Investing in an Uncertain Economy

September 14, 2021

Is there a better way to protect and grow your wealth? Join us to learn more about investing in an uncertain economy.

There is no cost to register and attend.

Managing Healthcare Expenses in Retirement

September 21, 2021

What is Medicare? Who needs to enroll in Medicare – and when? How do you enroll in Medicare? Join us to learn more about how to plan on finding the right healthcare in retirement.

There is no cost to register and attend.