Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you and friends and associates to our guest list.
Upcoming Events
Planning with Purpose Series: Session 4 - Long Term Care
November 4, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
We are pleased to invite you to the fourth session of our Planning with Purpose Series: Long Term Care. During this session, we’ll explore the financial and family considerations that come with the need for long-term care, strategies for funding your plan, and what to look for in a solution. Join us to learn how proactive planning can help protect your assets and preserve your independence. Click on the title to the left to see the details about the series!
Planning With Purpose Series: Session 5 - Medicare
November 18, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
We are pleased to invite you to the fifth session of our Planning with Purpose Series: Medicare. This session will provide an overview of the different types of Medicare coverage, including Original Medicare, Medicare Supplement plans, Medicare Advantage, and prescription drug coverage. We’ll discuss how costs and claims are handled, along with Medicare premiums, IRMAA, and important enrollment considerations to help you make informed decisions about your healthcare options.
Past Events
Planning With Purpose Series: Session 3 - Employee Benefits
October 28, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
We are pleased to invite you to the next session of our Planning with Purpose Series: Employee Benefits. Your workplace benefits can play an important role in your overall financial picture, yet it can be easy to overlook the value of what is available to you. This session will provide an overview of how to better understand and evaluate your benefits, helping you make informed decisions that support your health, financial security, and long-term goals.
Planning With Purpose Series: Session 2 - Social Security
October 21, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
We are pleased to invite you to the second session of our Planning with Purpose Series, Social Security. This session will provide practical guidance on how Social Security retirement benefits are calculated and the factors that may impact your benefits. We’ll explore options for married couples and divorced individuals, as well as how taxes can affect your retirement income and overall retirement plan.
Planning With Purpose Series: Insurance Matters: Session 1 - Life Insurance
October 14, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
We are pleased to invite you to the first session of our Planning with Purpose Series, Insurance Matters: Life Insurance. This session will provide practical guidance on how life insurance works, how to determine how much coverage you may need, and the different options available. We'll explore how the right coverage can help you prepare for the unexpected and protect the financial future of those you care about. Click on the title to the left to see the details about the series!