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Events

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

 

Long Term Care Workshop

August 13, 2019

6:30p - 8:00p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

Did you know that you may be eligible to protect your assets under a Federal law and receive federal benefits to pay for Long Term Care health needs, without having to "spend down" personal assets to qualify? Register Today for this free workshop! Click below or call (440) 934-9181

 

Long Term Care Workshop

August 15, 2019

6:30p - 8:00p Eastern Standard Time

Spitzer Conference Center of Lorain County Community College

Did you know that you may be eligible to protect your assets under a Federal law and receive federal benefits to pay for Long Term Care health needs, without having to "spend down" personal assets to qualify? Register Today for this free workshop! Click below or call (440) 934-9181

 

Social Security Workshop | AFEA

August 20, 2019

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

Coming Soon

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.

 

Taxes in Retirement

August 22, 2019

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

Coming Soon

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

August 28, 2019

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

Coming Soon

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

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