We understand that you may want to learn a little more about us before we meet at our office. After all— it’s your money, and with that comes great trust. That’s why we offer free seminars where you can meet our team of fiduciary financial professionals to see if we are a good fit for you.
View a complete list of our upcoming seminars below
Please note that the deadline to register is exactly one week prior to the date of the seminar.
Medicare in Retirement Workshop
October 29 @ 6:00 pm - 7:00 pm
At this free workshop our Medicare specialist, Kia Xiong-Yang, will help you know your Medicare options and how to properly plan it with the tools needed in retirement. These tools, (provided by our fiduciary professional, Pat Couture) work alongside your Medicare plan to help you properly prepare your retirement income and show you how to help optimize your social security.