FNB Pkwy suite

Strategic Charitable Giving December 2 @ 6:30 pm Maximize your impact! Learn strategic, tax-smart ways to give to charity while aligning with your financial goals.In retirement, many individuals seek ways to give back while aligning their charitable efforts with their financial goals. Strategic charitable giving allows retirees to maximize the impact of their contributions while optimizing tax […]

Social Security Blueprint December 9 @ 6:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, 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 you need to know […]

Social Security Blueprint December 11 @ 6:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, 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 you need to know […]