Events
Join us for an upcoming educational webinar to learn the latest financial topics and strategies!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
We will cover how our planning process can ease your “freak out” mode and what seven actions you should be taking right now.
Taxes in Retirement
February 8, 2020
10:00a - 11:30a 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
February 5, 2020
6:30p - 8:00p 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.
Medicare Educational Workshop | AFEA
January 21, 2020
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
January 16, 2020
6:30p - 8:30p Eastern Standard Time
Spitzer Conference Center of Lorain County Community College
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.
Social Security Workshop | AFEA
September 5, 2019
6:30p - 8:30p Eastern Standard Time
Birchard Public Library
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.
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.