Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 26, 2023
12:00p - 1:15p
MAXIMIZING SOCIAL SECURITY
MAXIMIZING SOCIAL SECURITY
This session will provide details not only on the Social Security Retirement Program but it will also cover the not-so-common filing strategy options when it comes to spouses and divorced spouses benefits. We will cover key factors to consider when determining the right time to file, how you can work and collect benefits at the same time, and how/when to file the application. In addition, find out how your decision to file for Social Security benefits can affect widow(er) benefits. We know that navigating a government program can be overwhelming, however, you will be amazed at how easy it is to work with Social Security, navigate their planning resources, get your questions answered, and utilize the online tools.
October 24, 2023
12:00p - 1:15p
SHOW ME THE MONEY! INVESTING & INCOME IN RETIREMENT
SHOW ME THE MONEY! INVESTING & INCOME IN RETIREMENT
Transitioning into retirement can be a big change. One of the most common questions is, "How do I replace my paycheck?" During this session, we will discuss how your investment strategy may change in retirement, how to replace your paycheck with distributions from your retirement accounts, ways to create tax efficiencies, and financial planning tips.
October 19, 2023
12:00p - 1:15p
ESTATE PLANNING FOR RETIREMENT
ESTATE PLANNING FOR RETIREMENT
Reaching retirement is a significant milestone and an important time to prepare for the year ahead. One significant step in preparing for the years to come is to make sure your estate plan is up to date. As life and laws change, be sure your estate plan is tailored appropriately for your needs and circumstances. Whether you have a plan or would like to understand the basics, this workshop will provide you with the information needed to move forward.
October 17, 2023
12:00p - 1:15p
THE HIDDEN COSTS OF AGING
THE HIDDEN COSTS OF AGING
The Hidden Costs of Aging was created in collaboration with the Center for Innovative Care in Aging at the John Hopkins University School of Medicine. Our goal is to provide research and perspective on the costs associated with age-related care and housing, and to offer practical guidance on how those expenses can impact your financial plan for retirement. During this presentation, we will discuss retirement realities, profile of aging, care options, house considerations, and how to formulate a plan.
October 12, 2023
12:00p - 1:15p
NAVIGATING MEDICARE
NAVIGATING MEDICARE
Given the somewhat complicated coverage options: Part A, Part B, Part D, Medigap - It's easy to get lost in the alphabet soup known as Medicare. Fortunately, you don't have to go it alone. This informative workshop will help you understand your Medicare coverage options and optimize your retirement healthcare strategy.