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Events

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

 

Upcoming Events

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.

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.

Past Events

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.

Taxes in Retirement

June 25, 2019

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

Terra 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.

Event Registration

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