Upcoming Events
September 2026
September 16th, 2026
Social Security Planning Seminar
6pm - 8pm
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income
September 17th, 2026
Social Security Planning Seminar
6pm - 8pm
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income
September 21st, 2026
Medicare & Long-Term Planning Seminar 6 - 8pm
Join us for an informative and engaging seminar designed to help you make confident decisions about your healthcare and retirement future.
Past Events
Social Security Planning Seminar
June 2nd, 2026
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income
Social Security Planning Seminar
June 4th, 2026
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income
May 2026
Mother's Day Lunch to honor all of the wonderful moms.
This event is being sponsored in Investmentspart by Guggenheim Invesments.
April 2026
Long-Term Planning Seminar
April 20th, 2026
As we live longer, the likelihood of needing extended care increases, and the costs can significantly impact retirement savings if not planned for properly. This seminar will help you understand why long‑term care planning matters and what options are available today. This event is being partially funded by Tom Scarfo, Vanbridge Insurance Services.
March 2026
Social Security Planning Seminar
March 19th, 2026
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income