Events
Educational workshops, client events, and timely updates—designed to help you feel informed and confident.
Upcoming Events
Join us for our upcoming educational dinner event.
Understanding Medicare & Social Security: A Free Dinner Seminar
Join us for a relaxed, educational evening where we break down Medicare and Social Security in a simple, easy-to-understand way. This is not a sales presentation—just helpful guidance, practical information, and a complimentary dinner in a comfortable setting.
Complimentary dinner included. Seating is limited.
Past Highlights
A snapshot of recent topics we’ve covered.
Retirement Readiness Check-In
A practical session on contributions, timelines, and next steps.
Market Update & Q&A
Trends to watch and what they may mean for long-term plans.
Medicare Basics
Enrollment timing, plan types, and common pitfalls to avoid.
Want to host a group session?
We can tailor an educational workshop for your business or organization.