See Our Upcoming
Client Events
Learn. Connect. Grow.
Check Out Our Past Events
Attend a Webinar
Optimize Your Retirement Webinar
Hosted By Lauren & Ernest
Learning how to avoid costly mistakes may be the best investment you can make. Topics that will be covered:
- Retirement income
- Legacy planning
- Long-term care
- Tax strategies
- Social Security maximization
- Medicare & health insurance
Maximize Your Medicare Webinar
Hosted By Lauren, Ernest & David
Learn how to get the most out of your Medicare benefits at the lowest cost to you. Topics that will be covered:
- The parts of Medicare and how they work
- How and when to enroll to avoid penalties and fees
- The exposures of Original Medicare's coverage
- Comparing supplemental plans and choosing one that's right for you
- The dos and don'ts of choosing Part D drug plans