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.
APR 28
11:00 AM
APR 28
6:00 PM
MAY 19
11:00 AM
MAY 19
6:00 PM
JUN 2
11:00 AM
JUN 2
6:00 PM
JUN 16
11:00 AM
JUN 16
6:00 PM
JUN 30
11:00 AM
JUN 30
6:00 PM
JUL 14
11:00 AM
JUL 14
6:00 PM
JUL 28
11:00 AM
JUL 28
6:00 PM
AUG 11
11:00 AM
AUG 11
6:00 PM
AUG 25
11:00 AM
AUG 25
6:00 PM
SEP 8
11:00 AM
SEP 8
6:00 PM
SEP 22
11:00 AM
SEP 22
6:00 PM
OCT 6
11:00 AM
OCT 6
6:00 PM
DEC 15
11:00 AM
DEC 15
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.
MAY 26
11:00 AM
MAY 26
6:00 PM
JUN 9
11:00 AM
JUN 9
6:00 PM
JUL 21
11:00 AM
JUL 21
6:00 PM
AUG 18
11:00 AM
AUG 18
6:00 PM
SEP 29
11:00 AM
SEP 29
6:00 PM