Timely thoughts on the current market environment and how it impacts you.

Regardless of where you are in your life journey, there are key steps you can take to help maximize your wealth and well-being.

Join us to discuss:

• What wealth means to you.

• Looking beyond the newspaper headlines.

• How to get organized, get invested and move closer to achieving your goals.

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for an overview of:

• How Social Security benefits work for you and your spouse

• When and how to start receiving Social Security benefits

• Opportunities to increase your benefits throughout retirement

Timely thoughts on the current market environment and how it impacts you.

A deep dive into planning for, enjoying, and maximizing some of the best years of your life. Our discussion includes:

• The manufactured concept of retirement

• “Re-wirement” begins with well-being

• What retirees really want

• How to create your best retirement

Understanding the cost, coverage, and catches of Medicare, a federal health insurance program for people 65 and over.

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions.

• How a little preparation goes a long way.

Timely thoughts on the current market environment and how it impacts you.

Initially, investing can be difficult to understand. Complex industry jargon and an ever-changing market environment does not help. Join us as we demystify the investment world through a discussion on key vocabulary you should understand, how to build a successful portfolio, and the types of investment vehicles available.

Our investment decisions are influenced by emotions and past experiences, sometimes making us our own worst enemy. In this discussion on behavioral finance, we identify how loss and envy can lead to poor investment choices, determine behavioral biases, and then navigate making wise investment decisions to accomplish portfolio goals.

A discussion on lessons learned in the previous year of investing, and key market themes to focus on in 2024.