Register to Attend Our Seminars and Workshops in Our Free Speaker Series.
The content of our free seminars is focused on topics important to those planning for retirement or in retirement.
- Retirement Planning 101. If you’re just getting started, this is a course that covers the basic issues we believe you should know for those nearing and in retirement.
- Cybersecurity for Retirees. Learn ways to protect yourself from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
- Medicare Basics. Learn about some common pitfalls before signing up for Medicare.
- Tax Planning Workshop. Develop a tax planning strategy and learn how the new tax rules can affect your retirement nest egg.
- Social Security Planning Workshop. Learn important ways to maximize your Social Security benefits.
- Generational Estate Planning. Ensure the next generation is cared for by learning how to choose the best options for transferring assets.