Upcoming Events

This webinar dives into the role of life insurance in financial planning. It covers various types of life insurance policies, how to select the right one based on individual or family needs, and how life insurance can be used to protect assets, ensure financial security, and facilitate wealth transfer as part of estate planning.

This workshop offers detailed guidance on how to effectively plan for Social Security and Medicare. Attendees will learn about the eligibility criteria, the best time to claim benefits, and strategies to maximize Social Security income. Medicare topics include enrollment processes, coverage options, and how to integrate healthcare planning into retirement strategies.

This webinar provides an in-depth look at the current economic landscape, including analysis of market trends, economic forecasts, and potential impacts on various sectors. Attendees will gain insights into how these factors could affect their investment portfolios and financial planning strategies, helping them make informed decisions in a changing economic environment.

This workshop focuses on the essential principles of estate and retirement planning, helping attendees understand how to create a comprehensive plan to protect their assets and ensure a comfortable retirement. Topics include wills, trusts, tax-efficient strategies, and retirement income planning to secure a stable financial future.

This webinar highlights the various digital tools and resources available to clients to enhance their financial planning. Topics covered include software for budgeting, investment tracking, retirement planning, and other financial management tools that can help streamline and optimize personal finance.

A practical, hands-on workshop designed to teach participants how to create and maintain a budget that works for them. It covers techniques for managing expenses, saving for future goals, and staying on track financially, with actionable steps to improve financial discipline and long-term planning.

This workshop provides a comprehensive overview of the most recent changes to the tax code, including new regulations and deductions that could impact individuals and businesses. Attendees will learn how to navigate these changes and optimize their tax strategies to minimize liabilities and take advantage of new opportunities.

This webinar provides an in-depth look at the current economic landscape, including analysis of market trends, economic forecasts, and potential impacts on various sectors. Attendees will gain insights into how these factors could affect their investment portfolios and financial planning strategies, helping them make informed decisions in a changing economic environment.

Get valuable insights into the current economic landscape with our professional speakers. Watch the recording to learn about the previous quarter's economic review, the impact of government policies, and the market outlook for the future.

Thank you to everyone who joined us for our 9th Annual Client Appreciation Banquet! We truly value your continued support and are grateful for the opportunity to celebrate with you. If you couldn’t attend this year, we hope to see you at our next event.

We had a blast at our Summer Open House and are thrilled to share some memorable moments with you! From office tours to lively conversations, it was a day full of connections and fun. Thank you for your continued support and for making this event a success.