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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 Money Are you prepared for the hidden […]

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 […]

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 […]

Estate & Tax Planning November 17 @ 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 […]

ABC’s of Medicare November 18 @ 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 […]

Estate & Tax Planning in Retirement November 19 @ 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 Blueprint December 1 @ 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 […]

Strategic Charitable Giving December 2 @ 6:30 pm - 7:30 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 enables retirees to maximize the impact of their […]

Social Security Blueprint December 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 […]

Navigating IRMAA & Medicare December 15 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your Money Are 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 […]