Events
Upcoming Events
Social Security Live Webinar
Find out how claiming Social Security benefits at the right time could mean an extra $100,000 over the course of a lifetime! Local retirement specialist, Scott McLean, is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize benefits.
Past Events
January 18, 2022
6:30p - 7:30p
Webinar
Wills and Trusts Live Webinar: How To Avoid the Most Common Financial Planning Mistakes
When most people think of estate planning, they usually think about wills, trusts, and where your money goes after you die, but it’s actually much broader than that. It includes other things you might not be aware of.
December 8, 2021
6:30p - 7:30p
Webinar
Required Minimum Distributions Webinar
If you own a 401(k), IRA, 403 (b), or any other retirement account and you are between the ages of 64 – 74 . . . pay close attention!
December 2, 2021
6:30p - 7:30p
Webinar
2022 Market Forecast: Inflation, Taxes & Interest Rates
As the year winds to an end, and 2022 is quickly on the horizon, how are you feeling about your financial situation? Join this live webinar, as Scott and George present on the 2022 Market Forecast - and how it could impact your portfolio.
November 16, 2021
6:30p - 7:30p
Webinar
Social Security Live Webinar
Find out how claiming Social Security benefits at the right time could mean an extra $100,000 over the course of a lifetime! Local retirement specialist, Scott McLean, is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize benefits.
November 4, 2021
6:30p - 7:30p
Webinar
Common Mistakes Retirees Make Webinar
In a world where suddenly there is so much more uncertainty, instability and risk, how we think about retirement may change. In these uncertain times certain strategies become essential...
October 13, 2021
1:00p - 2:00p
Webinar
Managing Income and Protecting Your Assets During Market Volatility
This live Q&A webinar on protecting your assets during uncertain times will address questions, we commonly receive from clients.
September 9, 2021
6:30p - 7:30p
Webinar
Wills and Trusts Live Webinar: How To Avoid the Most Common Financial Planning Mistakes
When most people think of estate planning, they usually think about wills, trusts, and where your money goes after you die, but it’s actually much broader than that. It includes other things you might not be aware of.