Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Do you have a transition plan for your “stuff”? Grandma’s favorite pie plate, your good china, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and gives ideas on divesting ourselves of our beloved objects in…

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. Join us for an informative discussion on financial awareness and challenges women face when navigating financial products. In this workshop, designed especially for women, we will: learn how to identify red flags in common financial transactions, have a better understanding of the right questions to ask, discuss what you can do to protect yourself... all to make the best, informed decisions for you.

Join us every Third Thursday for an interactive presentation where we will be discussing key financial topics. For decades, you may have experienced headlines that seemed to indicate Social Security would not be around for future generations.  You may be wondering if you’ll be able to benefit from Social Security, and who is eligible.  Navigating the labyrinth of Social Security information can be daunting and complex. This workshop breaks down the basics of qualifying, applying, and different strategies and eligibility…