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Workshops

Social Security is one of the most important sources of income for retirees yet few people understand how Social Security works or how to maximize their benefit. This presentation provides attendees with the information they need to make the most of their Social Security benefit.
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Long-term care planning is a vital component of a holistic financial plan. This presentation will answer questions about the different types of long-term care insurance, partnership plans, riders, and the cost of different plans.
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Paying for college is one of the most expensive financial goals that families need to plan for. Few understand how their income and assets will impact the FAFSA, the important deadlines, how different assets can be used to pay for college expenses or ways to effectively save for college. If you need to plan for college and want to better understand these topics, take the time to attend this informative workshop.
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Social Security is one of the most important sources of income for retirees yet few people understand how Social Security works or how to maximize their benefit. This presentation provides attendees with the information they need to make the most of their Social Security benefit.
Learn More and Enroll

Without proper planning, unforeseeable events, the probate process and distribution rules can leave your loved ones with a mess when you pass away. Taking a little time to understand some estate planning strategies to conserve your wealth and pass along your wealth in an efficient manner can be well worth your while.
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