This seminar will cover eligibility of benefits, how benefits are calculated, benefit claiming strategies and the current outlook of Social Security. If you are approaching retirement or are approaching a social security claiming decision, we encourage you to watch this.

In light of the proposed tax law changes, Clients need to consider the short term and long term impact these proposed tax law changes would mean for them and their families.

Jeannette Haen, Education Planning Consultant, and Chris Dolan, Sr. Financial Planner, as they discuss how the current pandemic could affect the college experience, college costs and education plan going forward.

Transitioning a business to the next generation is a reality that all business owners must face. Whether to a family member, financial partner, or another company, this transition can be a complex process and take many forms. Successful transition begins with understanding your options, identifying your goals, and knowing the right steps to ensure a great outcome.​​​​​​​

A conversation around the National Debt, Inflation, and a few key topics inspired by Behavioral Finance. Should you be worried about inflation right now? Will we pay back the National Debt? What simple rules can you follow to make yourself a better investor?

Retired FBI Agent Keynote Speaker Jeff Lanza leads a dynamic presentation that focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.