Events

As part of our ongoing efforts to make people better informed investors, Jim and Kevin are pleased to announce a series of webinars (another word for online seminars) in the coming months. The schedule is below.

All webinars will be held during lunch, from 12 – 1 PM Eastern and after Dinner at 7– 8 PM Eastern.

Please let us know if there any additional topics you’re interested in and we’ll see if we can accommodate them. Send us an email!

If you’re on our mailing list you’ll receive a personalized invitation for each event. If you’re not on our list and would like to be, add your contact information here.

July 21 st , 2016 - Medicare Planning

Making decisions about what to do when you enroll for Medicare can be very confusing. We will help by explaining the Medicare system and its parts and what you need to know to make an informed decision about which plan is best for you.

August 18, 2016 - Estate Planning

Everyone thinks that estate planning is only for the wealthy. We will show you why everyone needs to do estate planning.

September 21, 2016 - College Planning

This can be one of the most challenging planning areas for many families. We will explain how the process works and point out all the things you need to aware of from a planning perspective.

October 19, 2016 - Retirement Income Planning

It can be challenging to figure out where your retirement income will come from. We will review the critical concepts you need to know and will provide you with the framework you will need to build your retirement income plan.

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