FNB Pkwy suite

Social Security Blueprint June 2 @ 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 Social Security Strategies to Maximize Your Retirement Benefits June 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 […]

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 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 […]

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 how digital currency affects the economy!Bitcoin has undeniably generated interest and curiosity among investors and the general public. However, skepticism often accompanies this interest. Only 5% […]

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 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 August 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 […]

Social Security Blueprint August 5 @ 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 August 21 @ 9:00 am - 10:00 am Get ready to learn how to navigate taxes and plan your exit strategy like a boss at our event for entrepreneurs! #gform_wrapper_38.gform-theme,{--gf-color-primary: #204ce5;--gf-color-primary-rgb: 32, 76, 229;--gf-color-primary-contrast: #fff;--gf-color-primary-contrast-rgb: 255, 255, 255;--gf-color-primary-darker: #001AB3;--gf-color-primary-lighter: #527EFF;--gf-color-secondary: #fff;--gf-color-secondary-rgb: 255, 255, 255;--gf-color-secondary-contrast: #112337;--gf-color-secondary-contrast-rgb: 17, 35, 55;--gf-color-secondary-darker: #F5F5F5;--gf-color-secondary-lighter: #FFFFFF;--gf-color-out-ctrl-light: […]

ABC’s of Medicare September 16 @ 6:30 pm - 7:30 pm Let us help you navigate the confusing and sometimes frustrating "sea of information" we call Medicare.If you're nearing retirement—or already there—Medicare can feel like a confusing sea of rules, deadlines, and decisions. That’s why we’re offering a complimentary workshop to help you make sense of it […]

Estate & Tax Planning September 29 @ 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 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 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 […]