Events

7 Mis-steps in Estate Planning Virtual Event - 10/24/2023 - DON'T MISS IT 6:30 PM

MEDICARE 101 - HOW DOES IT WORK? VIRTUAL EVENT

There is so much to know and so many choices. Register now for our Virtual Event to hear from a Medicare guru to clear up some of the confusion and talk about the 2024 changes coming your way.

ELDERCARE – ARM YOURSELF WITH KNOWLEDGE - PREPARING FOR PEACE OF MIND - VIRTUAL EVENT

Don't miss this event - the Second in our series of "all things 55+" - Planning today for better tomorrows or already navigating a difficult journey - Join us for answers and information to lead you through.

Lunch and Learn - What’s happening with the markets?

DONT MISS THIS! 9/12/23 6:30 PM Understanding the FAFSA and Financial Aid & COLLEGE PLANNING 101 -

The Cycle of Divorce - Part 3 - Moving Forward

Estate Planning, Elder Law, and Medicaid Planning

The Cycle of Divorce - Part 3 - Moving Forward

Divorce Series - PART 2 / 3 - THE CYCLE OF DIVORCE - DURING THE PROCESS . Important items to consider as you contemplate separation or divorce.

MARKET UPDATE: What’s happening with the markets & the Fed

Divorce Series - PART 1 / 3 - TO PART OR NOT TO PART. Important items to consider as you contemplate separation or divorce.

WOMEN & INVESTING: PORT AUTHORITY – PRIVATE EVENT -

College Planning 101 - HOW TO PAY FOR COLLEGE WITHOUT GOING BROKE

WOMEN IN THE WORKPLACE - LUNCH & LEARN

UNUSUAL STRATEGIES FOR COMMON QUESTIONS

TAX DEDUCTIONS YOU DON'T WANT TO MISS - LUNCH & LEARN

2022 ECONOMIC RECAP & WHATS NEXT IN 2023!! VIRTUAL EVENT (copy)

2022 ECONOMIC RECAP & WHATS NEXT IN 2023!! VIRTUAL EVENT

RISKS IN RETIREMENT – WHAT DOES RETIREMENT REALLY LOOK LIKE?

RISKS IN RETIREMENT – WHAT DOES RETIREMENT REALLY LOOK LIKE?

HOW TO PAY FOR COLLEGE WITHOUT GOING BROKE

• Understanding the Costs • Knowing What to Expect from Financial Aid • What type of aid is available • What is the EFC (Expected Family Contribution) • Ways to pay • How to navigate college, student, and retirement accounts • Making the most of tax advantaged 529 Plans

HOW TO PAY FOR COLLEGE WITHOUT GOING BROKE

• Understanding the Costs • Knowing What to Expect from Financial Aid • What type of aid is available • What is the EFC (Expected Family Contribution) • Ways to pay • How to navigate college, student, and retirement accounts • Making the most of tax advantaged 529 Plans

MEDICAID – PLANNING AND ASSET PROTECTION VIRTUAL EVENT

GOAL: To provide valuable information regarding asset protection, long term care, and crisis planning.

MEDICAID – PLANNING AND ASSET PROTECTION VIRTUAL EVENT

GOAL: To provide valuable information regarding asset protection, long term care, and crisis planning.

MEDICARE – UNDERSTANDING AND NAVIGATING MEDICARE & HOW MEDICARE WORKS WITH MEDICAID

SIGNING UP & IMPORTANT DATES THE ENROLLMENT PERIOD MEDICARE PART A & B YOUR MEDICARE OPTIONS QUESTION & ANSWER SESSION

MEDICARE – UNDERSTANDING AND NAVIGATING MEDICARE & HOW MEDICARE WORKS WITH MEDICAID

SIGNING UP & IMPORTANT DATES THE ENROLLMENT PERIOD MEDICARE PART A & B YOUR MEDICARE OPTIONS QUESTION & ANSWER SESSION

ESTATE PLANNING – PREPARING FOR THE FUTURE

ESTATE PLANNING – PREPARING FOR THE FUTURE

ELDER CARE – PREPARING FOR PEACE OF MIND

ELDER CARE – PREPARING FOR PEACE OF MIND

HOW TO PAY FOR COLLEGE WITHOUT GOING BROKE

HOW TO PAY FOR COLLEGE WITHOUT GOING BROKE (copy)

Dispelling the Myths of Working with an Advisor & the Cost of Waiting for Women

Dispelling the Myths of Working with an Advisor & the Cost of Waiting for Women

Women on the Verge - Retirement Matters Webinar

Women on the Verge - Retirement Matters Webinar

Fundamentals of Estate Planning

Fundamentals of Estate Planning