We provide several educational opportunities to further your knowledge on items related to your financial situation. Topics may include market outlook and planning for Medicare, taxes, and wills & trusts. Visit our events page for more details.
“Tax Planning & The Impacts of the SECURE Act”
Wednesday, October 21st, 2020, Join us at 6:00 p.m.
An education event presented by the advisors at Wealth Distribution Strategies. The evenings event will go over the changes as a result of the SECURE Act and discussion on strategies to reduce the impact of income taxes in retirement.
“Wills and Trust”
Wednesday, October 28th, 2020, Join us at 6:00 p.m.
An education event featuring Attorney, John Haslam with Wilson Law Group, LLC. John specializes in providing his clients with comprehensive estate planning. The evening will focus on planning for incapacity along with asset protection planning for you and future generations to follow.
“Planning for Medicare”
Wednesday, November 18th, 2020, Join us at 6:00 p.m.
An education event featuring Medicare Specialists, Al & Holly Frank with Frank Insurance Group. Defining Medicare, the enrollment process, and paying for healthcare when you’re retired are just some of the many things they will discuss during this event.