SESSION DETAILS

RETIREMENT PLANNING

Clients often come to us asking, “How much do I need to save for retirement?” This session addresses this question by focusing on smarter ways to save, how to more efficiently invest those savings, and how to balance your normal expenses with future costs.

DATE: Friday, August 23, 2019
TIME: 12pm – 1pm

BUDGETING

This session focuses on the importance of checking your financial pulse – everything from what savings/spending strategies you should use to the importance of maintaining a good credit score.

DATE: Friday, September 20, 2019
TIME: 12pm – 1pm

TAX PLANNING FOR INDIVIDUALS

Tax forms often look like they’re written in a foreign language. This session will break down what those forms are actually asking as well as a few strategies to put more money back into your own pocket.

DATE: Friday, October 18, 2019
TIME: 12pm – 1pm

INVESTMENTS

Navigating the world of investments can be intimidating for those who don’t do it day in and day out.This session will provide a brief overview of the different types of investments that exist and how those different types blend together to create a portfolio that’s right for you.

DATE: Friday, November 22, 2019
TIME: 12pm – 1pm

LIFE INSURANCE AND LONG-TERM CARE

Paying for insurance is not fun for anyone. But knowing what your insurance policy covers is crucial to making sure it’s money well spent. We will go over the “when and when not to” rules on buying life and long-term-care insurance policies.

DATE: Friday, January 24, 2020
TIME: 12pm – 1pm

ESTATE PLANNING

You’ve worked hard for your wealth – this session will help you ensure you pass it on in the most thoughtful way. Death isn’t easy for anyone to discuss, but it’s vital that your plan is in order so that you can take care of your loved ones.

DATE: Friday, February 21, 2020
TIME: 12pm – 1pm

PERSONAL LINES INSURANCE

Not many people can read their auto policy and know every benefit listed. Here we break down policies that deal with accidents and liabilities to help you understand how you are covered.

DATE: Friday, March 20, 2020
TIME: 12pm – 1pm