FNB Pkwy suite

Estate & Tax Planning in Retirement July 7 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial […]

Decoding Digital Assets Cryptocurrency Workshop to Learn About Bitcoin, Blockchain and More July 8 @ 6:30 pm - 7:30 pm Join us for a hands-on workshop to learn all about […]

Estate & Tax Planning in Retirement July 9 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial […]

Social Security Workshop to Help Maximize Your Retirement Income August 4 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad […]

Retirement Income Planning and Social Security Strategy Event August 5 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, […]

Tax and Exit Planning Workshop for Entrepreneurs and Business Owners August 21 @ 9:00 am - 10:00 am Get ready to learn how to navigate taxes and plan your exit […]

ABCs of Medicare Workshop: Get Help to Enroll with Confidence September 16 @ 6:30 pm - 7:30 pm Let us help you navigate the confusing and sometimes frustrating "sea of […]

Estate & Tax Planning in Retirement Workshop for Financial Confidence September 29 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed […]

Retirement Estate Planning Workshop On Trusts and Taxes September 30 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost […]

Navigating IRMAA & Medicare October 8 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your MoneyAre you prepared for the hidden costs of Medicare? Many retirees are shocked to learn that their income can trigger higher Medicare premiums—known as IRMAA (Income-Related Monthly Adjustment Amounts)—costing them thousands of dollars […]

Social Security Blueprint October 27 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, where you’ll gain practical strategies for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]

Social Security Blueprint October 29 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, where you’ll gain practical strategies for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]