Events

Tax Planning: How Will Taxes Affect Your Retirement? November 16th, 2023

Retirement Planning: Will You Have Enough Income in Retirement? November 15, 2023

At What Age Should You Start Receiving Social Security Benefits? November 9th, 2023

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Medicare: Confused About Medicare? November 9, 2023

Retirement Planning: Will You Have Enough Income in Retirement? November 8, 2023

At What Age Should You Start Receiving Social Security Benefits? November 2nd, 2023

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Medicare: Confused About Medicare? November 2, 2023

At What Age Should You Start Receiving Social Security Benefits? October 26, 2023

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Retirement Planning: Will You Have Enough Income in Retirement? October 25, 2023

At What Age Should You Start Receiving Social Security Benefits? October 19, 2023

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Retirement Planning: Will You Have Enough Income in Retirement? October 11, 2023

Medicare: Confused About Medicare? October 11, 2023

Medicare: Confused About Medicare? October 05, 2023

Medicare ~ Confused About Medicare? - September 28

Retirement Planning: Will You Have Enough Income in Retirement?

Tax Planning: How Will Taxes Affect Your Retirement?

At What Age Should You Start Receiving Social Security Benefits?

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Retirement Planning: Will You Have Enough Income in Retirement? 9/19/23

Medicare: Confused About Medicare?

Retirement Planning: Will You Have Enough Income in Retirement?

At What Age Should You Start Receiving Social Security Benefits?

At this workshop you will learn: Where Social Security Stands Today How to Maximize Your Benefits How Working Affects Your Benefit Strategies to Reduce Tax on Benefit How Your Decision Affects Your Spouse

Retirement Planning: Will You Have Enough Income in Retirement?

FINANCIAL PLAN BASICS WHAT IS YOUR PLAN? August 16, 2023

At this workshop you will learn: Goal Setting The Importance of a Budget The Role of Insurance Investing Basics Retirement Planning

Medicare Turning 65 Workshops - August 10, 2023 | Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? August 09, 2023 | Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - August 02 , 2023 | Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? July 27, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

FINANCIAL PLAN BASICS WHAT IS YOUR PLAN? July 26, 2023 Willoughby Hills

At this workshop you will learn: Goal Setting The Importance of a Budget The Role of Insurance Investing Basics Retirement Planning

Medicare Turning 65 Workshops - July 20, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - July 13, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? July 13, 2023 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

FINANCIAL PLAN BASICS WHAT IS YOUR PLAN? July 12, 2023 Willoughby Hills

At this workshop you will learn: Goal Setting The Importance of a Budget The Role of Insurance Investing Basics Retirement Planning

Medicare Turning 65 Workshops - June 22, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Financial Planning Basics- JUNE 21, 2023 - Willoughby Hills

At this presentation, you will learn: Goal Setting The Importance of a Budget The Role of Insurance Investing Basics Retirement Planning

Medicare Turning 65 Workshops - June 15, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? June 8, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

FINANCIAL PLAN BASICS WHAT IS YOUR PLAN? June 7, 2023 Willoughby Hills

At this workshop you will learn: Goal Setting The Importance of a Budget The Role of Insurance Investing Basics Retirement Planning

At What Age Should You Start Receiving Social Security Benefits? June 1, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Alzheimer's Awareness

Alzheimer's and other dementias cause memory, thinking and behavior problems that interfere with daily living. Join us to learn how to recognize common signs of the disease, how to approach someone about memory concerns, the importance of early detection & benefits of a diagnosis, possible tests & assessments for the diagnostic process and what Alzheimer's Association resources are available.

Medicare Turning 65 Workshops - May 25, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - May 18, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? May 11, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? May 4, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Keeping Perspective in Volatile Markets

The current market has many people concerned about their nest eggs. Come and hear what you can do to and what to avoid doing at this time.

Medicare Turning 65 Workshops - April 26, 2023- Kirtland

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Identity Theft Seminar

Thieves aren't always after money; they can steal your name too. In this one-hour presentation, you will learn about the different scams and frauds. You will also be made aware of the warning signs and how to prevent Identity Theft from happening to you.

At What Age Should You Start Receiving Social Security Benefits? April 19, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? April 13, 2023 Painesville

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - April 6, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops -March 23, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - March 16, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? March 15, 2023 Kirtland

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? March 9, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? February 23, 2023 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - February 23, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - February 16, 2023 - Painesville

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? February 9, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? January 26, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - January 19, 2023- Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? January 18, 2023 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - January 12, 2023 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - December 15, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? December 8, 2022 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - December 8, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? December 1, 2022 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? November 10, 2022 Perry

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - November 9, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? November 3, 2022 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - November 2, 2022 - Perry

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - October 12, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? October 12, 2022 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? October 6, 2022 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - October 5, 2022 - Painesville

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - September 22, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? September 20, 2022 - Kirtland

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - September 15, 2022 - Chardon

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? September 8, 2022 Mentor

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? August 25, 2022 Chardon

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - August 25, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? August 18, 2022 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - August 18, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - July 21, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? July 21, 2022 Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? July 19, 2022 Willoughby Hills (copy)

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - July 14, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? June 28, 2022 - Madison

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

At What Age Should You Start Receiving Social Security Benefits? June 22, 2022 - Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - June 16, 2022 - Willoughby

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? June 16, 2022 - Willoughby

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - June 13, 2022 @ 5:30 p.m. Madison

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Medicare Turning 65 Workshops - June 9, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Keeping Perspective in Volatile Markets- Webinar

Want to learn how you can tune out news that can interfere with your plans for retirement? Looking for tools that can help you keep perspective when markets turn volatile? You're invited to a complimentary seminar on this timely topic. Learn key principles for feeling more confident when evaluating financial decisions.

At What Age Should You Start Receiving Social Security Benefits? May 24, 2022 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - May 19, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? May 19, 2022 Willoughby Hills

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - May 12, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

Client Appreciation and Elvis

At What Age Should You Start Receiving Social Security Benefits? April 19, 2022 - Kirtland

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - April 14, 2022 - Willoughby Hills

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits? April 12th - Kirtland Library

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops April 7th

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.

At What Age Should You Start Receiving Social Security Benefits?

At this workshop you will learn: Where Social Security stands today, and how to maximize your Social Security

Medicare Turning 65 Workshops - March 10, 2022 @ 5:30 p.m.

This workshop will remove all the confusion about the different parts of Medicare and provide valuable information you will need to know.