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Estate & Tax Planning November 11 @ 6:30 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 how some couples […]

Estate & Tax Planning in Retirement November 13 @ 6:30 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 how some couples […]

Navigating IRMAA & Medicare November 19 @ 6:30 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 in unexpected fees.Join IRMAA […]

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 […]