FNB Pkwy suite

Meet The Author Experience December 16 @ 6:30 pm - 7:30 pm Join us for a unique opportunity to connect with David Brooks, CEO and author of Don't Just Retire, Retire SMART.You know that performing surgery on yourself or representing yourself in court on a legal matter isn't the best idea. You need specialized knowledge […]

Estate & Tax Planning January 13 @ 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 confidence and help you make SMART, informed choices about your estate. Together, we’ll explore practical strategies to bring clarity to complex topics: Smart Moves for Couples – Learn […]

Estate & Tax Planning in Retirement January 15 @ 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 confidence and help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

Social Security Blueprint February 3 @ 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 February 4 @ 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 […]

Proactive Tax & Exit Planning February 20 @ 9:00 am - 10:00 am As a business owner, you’ve worked hard to grow your business, but have you planned for what comes next?Whether you’re considering selling, planning for succession, or transitioning into retirement, a well-designed exit strategy is crucial for protecting your hard work and financial […]

Estate & Tax Planning in Retirement March 24 @ 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 confidence and help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

Estate & Tax Planning in Retirement March 26 @ 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 confidence and help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]