Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA Topics covered: The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime—including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help […] ...

Presenter: Gary Abely CPA, CFP®, AIF® Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts. ...

Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […] ...

Presenter: Gary Abely, CPA, CFP®️, AIF®️ Join us as we explore your healthcare options in retirement:  Medicare, Medicaid and Long Term Care. This workshop is appropriate for Seniors confused about their Medicare options, those who will be Medicare eligible soon and those wanting to better understand their long term care options.   ...