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Education Series

Client Centered

Our goal is to provide as much education to our clients as we can, so that we can empower everyone to make confident decisions for themselves and their families.

We host educational seminars covering covering the critical components of retirement planning to give you the tools to assist you on the path towards success!

  • Planning for Healthcare in Retirement
  • Social Security Income Strategies
  • Estate Planning and Retirement Distribution Strategies
  • College Savings Planning

Learn more below or RSVP to 833-225-7526 or to reserve your spot and receive login information.

Planning for Healthcare in Retirement

Health care costs remain the number one expense in retirement with the average couple spending over $295,000 over the course of their retirement (not including long-term care). Unfortunately, the expectations are that those costs will continue to rise at a rate 5.4% annually.*

This harsh reality is greatly impacted those who are not preparing for it, but we’re here to help educate you to plan smarter and avoid common Medicare mistakes.

We cover all of your options:

  • Part A
  • Part B
  • Medigap v. Medicare Advantage
  • Prescription Drug plans
  • Hearing, Dental and Vision options
  • As well as enrollment periods and how to avoid penalties.

Please note that this session is for education purposes ONLY and will not highlight any specific products.

* Source:  Centers for Medicare and Medicaid Studies, National Health Expenditures Projections, 2019–2028.

Social Security Income Strategies

For many retirees, Social Security is a critical component when it comes to retirement income planning. That being said, many individuals don’t fully understand their options and also the impact making the wrong decision can have on their overall retirement plan.

Our goal is to help you develop strategies while claiming your benefits as we cover:

  • Strategies for Individuals
  • Strategies for Spousal Benefits
  • Strategies for Former Spouses
  • Strategies for Survivors

Estate Planning and Retirement Distribution Strategies

If you’re looking to understand estate planning, and tax efficient distribution strategies out of your retirement accounts, then this workshop is for you!

In this workshop we cover:

  • Misconceptions of an Estate Plan and the Reasons to Create One
  • Elements of Estate Planning
  • Wills and Trusts
  • Powers of Attorney
  • Tax Considerations
  • Distribution and Withdrawal Strategies
  • Legacy Planning and Required Minimum Distributions

This presentation is for educational purposes and is not intended as tax or legal advice. Please consult tax or legal professionals for specific information regarding your individual situation.

College Savings Planning

Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education!

In this workshop we cover:

  • Tax credits for education expenses
  • Federal and state Student Aid Programs
  • Student Loan Debt and Repayment Options
  • Accumulation Strategies: 529 plans, Coverdell Accounts, U.S. Savings Bonds, UGMA/UTMA
  • Late Stage College Planning and the Impact of E.F.C (Expected Family Contribution)

To learn more about attending one of our workshops, contact us 833-225-7526 or at to reserve your spot and receive login information.