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Events

Upcoming Events

January 26, 2022

6:30p - 7:30p

Webinar

Register

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.

Event Registration