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 Health Plan Workshop & Review
October 5 @ 9:30 am
Already have Medicare? Don’t worry— this workshop is for you too. It is designed for those both new to Medicare and those who are considering new options.
- Learn and prepare for your Medicare health plan by attending this workshop that will show you how to save on your out-of-pocket costs and premiums.
- Many people are eligible for extra benefits in addition to Medicare, but haven’t applied for them yet. Are you one of them?
- This complimentary, no-obligation seminar presented by KeyStone Financial will cover these topics (and more)!