Hosted By: Matt Murphy CFP® The workshop will talk about some of the pitfalls of not doing proper estate and legacy planning and what steps you should take to put a good legacy/estate plan in place.
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.
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, […]
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.