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Events

Join us for an upcoming educational event to learn the latest financial topics and strategies!

 

Taxes in Retirement

October 1, 2019

6:30p - 8:30p Eastern Standard Time

Lorain County Community College

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

 

Taxes in Retirement

October 5, 2019

10:00a - 12:00p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

 

What the Wealthy do Differently

October 10, 2019

6:30p - 8:30p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

This course is designed to help you integrate all your hard earned assets to work collectively toward your goals, while also reducing critical inefficiencies. We will guide you through the retirement maze and teach you how to plan smarter in the 21st century.

 

What the Wealthy do Differently

October 12, 2019

10:00a - 12:00p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

This course is designed to help you integrate all your hard earned assets to work collectively toward your goals, while also reducing critical inefficiencies. We will guide you through the retirement maze and teach you how to plan smarter in the 21st century.

 

Taxes in Retirement

October 17, 2019

6:30p - 8:30p Eastern Standard Time

Terra College Neeley Center

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

 

Medicare Educational Workshop | AFEA

October 22, 2019

6:30p - 7:30p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

This mini course will teach you everything you need to know about Medicare and how to determine the best options for your current situation.

 

Social Security Workshop | AFEA

October 24, 2019

6:30p - 8:30p Eastern Standard Time

Terra College Neeley Center

One of the most confusing but most important phases of your retirement strategies is understanding Social Security retirement benefits. For many, Social Security benefits alone will likely be insufficient to retire comfortably. Join us to learn the 5 keys to optimizing Social Security benefits. RSVP is required. Please call our office for more details at (440) 934-9181.

 

Medicare Educational Workshop | AFEA

October 31, 2019

6:30p - 7:30p Eastern Standard Time

Terra College Neeley Center

This mini course will teach you everything you need to know about Medicare and how to determine the best options for your current situation.

 

Taxes in Retirement

November 2, 2019

10:00a - 12:00p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

 

Taxes in Retirement

November 7, 2019

6:30p - 8:30p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

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