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All seminars are held virtually, so you can join us from the comfort of your home using your computer, laptop or mobile device.
Registration is required for all seminars, as space is limited. Seminars may be cancelled up to 24 hours in advance. In case of cancellation, participants will be notified.
Ten Myths About Education Savings Plans
Wednesday, August 21, 2024, 6:00 pm to 7:00 pm
Saving for college and private schools can be challenging. This seminar focuses on common myths about 529 plans, one of the tools available to save for education, and help determine if one is right for you.
Understanding Medicare
Thursday, September 19, 2024, 6:00 pm to 7:00 pm
We will discuss Medicare’s latest rules and regulations, the types of plans available and the role Medicare plays.
These workshops are educational only and not intended as tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.