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Upcoming Events

Attend one of our workshops or webinars focused on enhancing financial literacy, mastering money management, and shaping a secure future. Whether you seek investment insights or wealth-building strategies, or have unanswered questions, each event offers a unique opportunity to connect with like-minded individuals. Reserve your seat to embark on a journey of financial empowerment. Welcome to a space where every event is a steppingstone towards a prosperous and secure financial tomorrow.

<span>Social Security</span>

Social Security

  • 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
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  • When and how do I enroll in Medicare?
  • What is the difference between Medicare Supplement and Advantage Plan?
  • How much does Medicare cost?
  • Should I keep my Employer coverage or take Advantage of Medicare?
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OPERS/SERS/STRS &#38;&#160;<span style="font-family: var(--fmgFont);" data-mce-style="font-family: var(--fmgFont);">Social Security</span>

OPERS/SERS/STRS & Social Security

  • How your pension is affected by the Windfall
  • Elimination Provision and Government Pension Offset.
  • How your benefits are calculated.
  • How your Spousal & Survivor Benefits are affected.

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<span>Tax Planning</span>

Tax Planning

  • Understanding current tax rates and expiring provisions
  • How the SECURE Act and SECURE 2.0 affect retirement preparation
  • What you need to know about Required Minimum Distributions (RMDs) including strategies to manage the impact of RMDs on taxable income
  • Creating a source of tax-free income with ROTH IRAs and ROTH conversions
  • Why beneficiary planning is more important than ever when leaving retirement assets to heirs
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<span>Special Events</span>

Special Events

Please click to see what Special Events we have in store that may interest you such as Long-Term Care, Market Watches, Alzheimer Education and more.

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