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Spring 2023 Workshop Schedule

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Retirement Risks

Presented by: Ryleigh Mattle,

Retirement planning is complicated, but financial advisor, Ryleigh Mattle, CFP® has identified common retirement risks that you need to be aware of if you don’t want to outlive your savings. Join her to discuss how to offset risks such as inflation, rising interest rates and a looming recession while continuing to safeguard your assets.

Wednesday, April 12ᵗʰ    (12:00)
Wednesday, May 10ᵗʰ     (12:00)

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How to Leave More Money to Your Children: Leaving Fingerprints

Presented by: Douglas Parker,

Do you want to leave as much money as possible to your children? This class aims to provide practical guidance on estate planning and wealth management to help your children inherit as much of your wealth as possible. We’ll cover topics such as tax-efficient gifting strategies, setting up trusts, and maximizing the use of retirement accounts.  Join us to learn the tools and techniques you can use to leave a larger financial legacy for their children.

Monday, March 20ʰ (12:00)

Wednesday, April 26ᵗʰ    (12:00)


Retiring During
a Recession

Presented by:
Jeff Jones

Are you worried about the prospect of a recession? Do you fear running out of money during retirement? In this workshop financial advisor, Jeff Jones, will discuss how a recession could affect your retirement strategy and his approach to continuing to grow your assets during an unpredictable market.

Thursday, March 23ʳᵈ    (12:00)
Tuesday, April 25ᵗʰ      (12:00)

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Tax & Estate Planning
for High Net Worth Investors

Presented by: Zachary
Armstrong, CFP®

In this workshop, we will explore a number of powerful tax savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.

Wednesday, March 22nd    (12:00)

Thursday, April 27ᵗʰ      (12:00)

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to Retirement

Presented by: Craig Gingerich,
CFP®, C(k)P®, AIF®, CHSA®

If you are within 5 years of retirement, there are decisions you can’t afford to get wrong. What’s more, you may not even know the right questions to be asking. Learn steps now to avoid worrying about money after you’ve stopped showing up to work.

Tuesday, April 4ᵗʰ      (12:00)
Thursday, May 4ᵗʰ      (12:00)

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The A, B, C, & D's

Presented by: Angela

Are you or a loved one faced with making Medicare decisions? Do you know how much you can expect to pay in healthcare costs after going on Medicare? In this workshop we will discuss Medicare Parts A, B, C and D. Learn what they cover, how enrollment periods work, and what you need to do to avoid late enrollment penalties. Gain the knowledge you need in order to make Medicare choices with confidence.

Wednesday, March 29ᵗʰ    (12:00)

Thursday, April 20ᵗʰ      (12:00)

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Savvy Social
Security Planning

Presented by: Kim Nugent, CFP®, AIF®

When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan. These tips will help savvy individuals maximize their benefits in retirement.

Wednesday, April 19ᵗʰ    (12:00)
Thursday, May 11ᵗʰ      (12:00)

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The IRS is Coming
for Your IRA

Presented by: Douglas Parker, CFP®, AIF®, CHSA®

Whether you’re 72 years old and required to take IRA distributions or still in your 60’s and can see RMDs on the horizon, you’ll want to know how to get the most from your IRA and pay the least tax. Learn how to work within the system, control taxes and leave the most money to your children and grandchildren. This isn’t your parent’s IRA.

Tuesday, March 21st (12:00)

Wednesday, May 3ʳᵈ     (12:00)

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Fire Your

Presented by: Brennan
Redmond, CFA, CFP®

The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.

Thursday, April 6ᵗʰ      (12:00)
Tuesday, May 9ᵗʰ       (12:00)

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Protecting Your Assets From The Nursing Home

Presented by: Zachary Armstrong, CFP®

The average cost of a nursing care stay in Monroe County is approaching $200,000 per year. Without a plan, these costs can quickly drain your hard earned dollars. Join Financial Advisor, Zachary Armstrong, CFP® and Attorney, Stephen Bennet, Esq. of Evans Foxx LLP to learn several financial and legal strategies to protect your money and prevent your nest egg from depleting.

Tuesday, March 28ᵗʰ     (12:00)
Tuesday, April 18ᵗʰ     (5:30)

Thursday, May 4ᵗʰ     (5:30)

Thursday, May 18ᵗʰ     (12:00)

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Financial Planning
In Your 60s

Presented by: Craig Gingerich,
CFP®, C(k)P®, AIF®, CHSA®

Now that you’re in your 60s, you’re likely facing a tidal wave of decisions you’ve never had to address before. From maximizing retirement accounts to Medicare, join us to learn how to take control of your finances and make your 60s the best decade yet!

Thursday, March 30ᵗʰ    (12:00)
Tuesday, May 2ⁿᵈ       (12:00)

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Why Bonds Shouldn’t be
Your Safety Net

Presented by:
Sarah Stym

Are bonds your safety net? Do you rely on income from your portfolio? With bond prices falling this year, now might be a good time to rethink your investment strategy. Join financial advisors, Sarah Stymus to discuss options for income strategies for a down market environment.

Wednesday, April 5ᵗʰ     (12:00)
Tuesday, May 16ᵗʰ      (12:00)

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