Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound education and information to people who are concerned about their personal finances. If any of the events below look interesting, please register here or give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
The Great Retirement Income Gap
Do you have a gap in your strategy? What would happen in retirement if your needs unexpectedly changed and your expenses suddenly outpaced your budget? The difference between your income and your expenses is known as the retirement income gap, and it's triggered most often by health conditions that require long-term care(LTC). Find out how you can offset expenses and help protect your future without spending your nest egg or trying to qualify for a government program.
January 2022 SUMMIT CLUB Event
The Sound of Music at the Candlelight Dinner Playhouse
Past Events
December 1, 2021
6:00p - 7:00p
Webinar
Protecting Your Wealth With Gold and Silver
The importance of gold in an investment portfolio and the role of precious metals in succession planning and wealth preservation/wealth planning.
November 30, 2021
6:00p - 7:00p
Online Webinar
Protecting And Maximizing Your Estate Webinar
This course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. We will help you take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones.
November 16, 2021
6:00p - 7:00p
Online Webinar
How To Reduce Or Minimize Taxes On Your Retirement Income
This course offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. We will help you take the confusion out of retirement and tax planning, and design a plan based on sound principles and safe practices.
November 2, 2021
6:00p - 7:00p
Online Webinar
Protecting And Maximizing Your Estate Webinar
This course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. We will help you take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones.
October 19, 2021
6:00a - 7:00p
Online Webinar
How To Get The Most Out Social Security To Help Maximize Your Income In Retirement
This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits.
September 16, 2021
6:00p - 7:00p
Online Webinar
Social Security Benefits & Medicare the A, B, C, D's
If there were a significant missing fact that was costing you money, when would you want to find out? Do you know the questions to ask to assure that your financial decisions are based on facts and not emotions, misconceptions, sales pressure or opinions?
August 14, 2021
1:00p - 4:00p
Gary's House
Summer BBQ
Join us for our summer BBQ! There will be delicious food, great music, and fun outdoor activities.
April 20, 2021
6:00p - 7:00p
Webinar
Protecting Your Wealth With Gold and Silver
The importance of gold in an investment portfolio and the role of precious metals in succession planning and wealth preservation/wealth planning.
April 1, 2021
6:00a - 7:00p
Online Webinar
2021 Medicare Updates
Join us for a quick 30 minute update on 2021 Medicare Changes
February 25, 2021
6:00p - 7:00p
Online Webinar