Vision Board
Presentation Dec. 7th at 1pm
Retirement Tax Strategies
Presentation Jan. 17th at 4:30pm
Webinar Jan. 24th at 12:00pm
FAFSA & College Planning
Presentation Feb. 21st at 4:30pm
Webinar Feb. 28th at 12:00pm
Using Technology with Grandkids
Presentation Mar. 21st at 4:30pm
Webinar Mar. 28th at 12:00pm
Don’t Let Media Headlines Cripple
Presentation Apr. 18th at 4:30pm
Webinar Apr. 25th at 12:00pm
When to Claim Social Security
Presentation May 16th at 4:30pm
Webinar May 23rd at 12:00pm
Travel Destinations
Presentation June 20th at 4:30pm

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.