Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Events

Upcoming Events

January 29, 2020

9:00a - 12:00p

KSU OLLI

Do I Need An Estate Plan?

Do you want an orderly transition when you “check out,” or do you want total chaos? In this class, concepts perceived as complex are explained in terms everyone can understand and apply to their own situations.

February 5, 2020

10:00a - 1:00p

KSU OLLI

Beyond Traditional Long Term Care Insurance

Join us as we discuss different ways to maximize Long-Term Care Insurance and other options at your disposal. Students will leave with additional resources and knowledge they can apply to their own situations.

February 25, 2020

10:00a - 12:00p

KSU OLLI

Estate Planning for 2nd Marriages

Are you in your 2nd marriage? Do you have children from prior marriages? Join us as we navigate through thoughtful considerations on how to design your estate plan to benefit your spouse without accidentally disinheriting your children.

Past Events

January 23, 2020

10:00a - 1:00p

KSU OLLI

Social Security & Retirement Income Planning

Are you planning for retirement or already retired? Get first-hand knowledge from an expert in the area of Social Security and leave with strategies to help you understand how to maximize your Social Security benefit.

January 15, 2020

9:30a - 11:30a

Coffee With The Coach: Best Self in 2020!

January 7, 2020

10:45a - 11:45a

Enrichment of Life Movement - First United Methodist Church

Tax-Free Retirement

Are you paying Uncle Sam too much? This class will focus on teaching retirees and pre-retirees how to MAXIMIZE tax advantages in their finances.

January 7, 2020

9:30a - 10:30a

Enrichment of Life Movement - First United Methodist Church

The New Tax Law: Retirement Accounts & Estate Strategies

How can the New Tax Law seriously impact many of today’s retirees? In this class we will discuss Reduction strategies that could benefit your retirement accounts, Ideas on how/when to best take income from Retirement Accounts (including Required Minimum Distributions), Tax-Reducing Charitable Giving Strategies to Benefit Causes You Care About Now and at Death, Basics of Estate Planning, How and When to use Trusts, Basic Social Security rules, AND if you are not currently taking Social Security, each student will receive a free Social Security Timing Report.

Event Registration


Thank you!

Error processing your request. Please try again at a later time.