Seminars

❋ Social Security Seminar
Unpacking how it began, how your benefit is determined, how you qualify, potential penalties, why SS is taxed differently, newer strategies and ones you can no longer use.

❋ Medicare Seminar
How and when you should sign up for Part A & B. Explaining the Advantage Plan, Supplemental Plan, Plan D, Penalties and more. Understanding when and how you switch certain plans.

❋ Estate Planning and Trust Seminar
Designed to help you understand how to protect, manage, and eventually transfer your wealth using tools like wills, trusts, and powers of attorney.

❋ Retirement Planning Seminar
Explaining how to estimate your future income in retirement, understand key income sources like savings and Social Security, and creating a plan to help your money last.