Click the blue "Going" button to RSVP. First choose the number of attendees, and then add First and Last name for each attendee including yourself. From early Beatles music on through the solo years, Classical Mystery Tour is the best of The Beatles like you’ve never heard them before. You might say it’s the […]
Click the blue "Going" button to RSVP. First choose the number of attendees, and then add First and Last name for each attendee including yourself. From early Beatles music on through the solo years, Classical Mystery Tour is the best of The Beatles like you’ve never heard them before. You might say it’s the […]
Click the blue "Going" button to RSVP. First choose the number of attendees, and then add First and Last name for each attendee including yourself. From early Beatles music on through the solo years, Classical Mystery Tour is the best of The Beatles like you’ve never heard them before. You might say it’s the best […]
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, […]
Cyber Security Data Protection Business Technology Privacy concept. Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for individuals concerned with cybersecurity and covering steps to take to protect yourself. Topics will include discovering your cybersecurity score, learning the new cybersecurity rules and ways to protect yourself online.
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® and Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU® Appropriate for those concerned with the rising cost of Long-Term Care and looking for smart approaches to plan for this cost. While many people understand the basic idea that some retirees may need long-term care, planning for it is often confusing […]
***Registration is now closed 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® In this workshop, Tax Efficient Investing and Distribution Strategies, Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre and post-retirement years. After all, it’s not what you earn, but rather what you keep that is important. Topics covered will include the following: Why […]
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.