Upcoming Workshops
FREE, No Obligation, Medicare Workshops
Everything you need to know about Medicare!
We explain how Medicare works and what to expect with each of the plan options.
We will discuss the details of:
- Medicare Parts A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplements (Medigap)
Learn how to verify that your doctor accepts the plan and how to calculate your prescription costs for the year.
Need help registering?
FREE 45-Minute Workshop
Individual workshops – available either on-line, by phone or in person.
JAN 27
11:00 AM
JAN 27
6:00 PM
FEB 10
11:00 AM
FEB 10
6:00 PM
FEB 24
11:00 AM
FEB 24
6:00 PM
MAR 10
11:00 AM
MAR 10
6:00 PM
MAR 24
11:00 AM
MAR 24
6:00 PM
APR 7
11:00 AM
APR 7
6:00 PM
APR 28
11:00 AM
APR 28
6:00 PM
FREE, No Obligation, Retirement Planning Workshops
Overview
This classroom course is focused on empowering you to make fact-based financial decisions. If you are wondering why the markets do what they do, seemingly without any rhyme or reason, this course is for you. Learn how to recognize the dangers in your financial plan and how to side-step their negative effects on your portfolio. Gain the confidence needed to move past daily market performance concerns and interest rates and enjoy retirement.
Answers to your important questions.
- What’s really working on Wall Street and how can I avoid what’s not?
- What does volatility mean to my portfolio?
- How do I maintain my income no matter what happens in the market?
- How can I avoid the pitfalls of variable annuities?
- What isn’t my broker telling me about mutual funds?
- How to insulate your 401(k), 403(b) from devastating market corrections?
- How can you reduce management fees on your portfolio?
- How can I make sure I never run out of money without putting all of my money into an annuity?
Need help registering?
FREE 45-Minute Workshop
Individual workshops – available either on-line, by phone or in person.
JAN 19
11:00 AM
JAN 19
6:00 PM
MAR 17
11:00 AM
MAR 17
6:00 PM