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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.
Social Security and Your Retirement
Wednesday, October 23, 2024, 6:00 pm to 7:00 pm
You will learn the “rules of the road” for receiving Social Security benefits, the future of Social Security and the challenges of setting up a retirement income stream.
Estate Planning
Wednesday, November 20, 2024, 6:00 pm to 7:00 pm
We will discuss the fundamentals of estate planning concepts and strategies including wills, trusts, probate and gifting.
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.