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.

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Thursday, May 2nd (12:00)

Thursday, May 16th (12:00)

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Join us to explore the forces set to shape the 2024 financial landscape. In this class, we will delve into global economic shifts, the election, AI and critical market indicators. By analyzing these impactful events, attendees will gain valuable perspectives on emerging opportunities, market trends, and potential risks.

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Thursday, March 28th (12:00)
Wednesday, April 24th (12:00)

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Did you know that the U.S. Tax Code is set to change in 2026? In this class, we'll discuss strategies to navigate the storm of 2026 tax law changes and how to make best use of the remaining three years before IRS rules take a dark turn.

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Wednesday, March 27th (12:00)
Tuesday, April 30th (12:00)

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Now that you’re getting closer to retirement age, you’re likely facing a tidal wave of decisions you’ve never had to address before. From maximizing retirement accounts to signing up for Medicare, join us to learn how to take control of your finances before your retire!

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Tuesday, March 26th (12:00)
Thursday, April 25th (12:00)

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Are you ready to retire? Join us to explore essential retirement planning strategies, including crafting a personal cash flow plan and developing the financial habits that are vital for success. Buckle up and get ready to shift gears towards a financially secure future!

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Thursday, April 11th (5:30)
Tuesday, May 7th (5:30)

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 This seminar is designed to equip you with the knowledge and tools to achieve financial independence as women. We’ll explore topics such as investment strategies, retirement planning, and protecting your wealth and legacy. Join us to build a secure and prosperous future by making informed financial decisions on your own.

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Thursday, May 2nd (12:00)

Thursday, May 16th (12:00)

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 This class is designed to equip participants with the essential knowledge and skills it takes to manage your personal finances. We will discuss the principles of budgeting, saving, investing, and retirement planning. We will also cover aspects of risk management and setting financial goals.

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Tuesday, April 16th (5:30)
Wednesday, May 22nd (12:00)

  

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.

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Thursday, April 4th (12:00)
Tuesday, May 7th (12:00)

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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 decisions with confidence. 

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Wednesday, April 17th (5:30)
Tuesday, May 14th (5:30)

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Almost every financial planning issue, whether regarding retirement, investments, cash flow, insurance, or estate planning,  has major tax considerations and implications. In this class, we will discuss how powerful and customized tax planning can help individuals minimize their overall lifetime tax burden and optimize their legacy. 

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Wednesday, April 3th (12:00)
Tuesday, May 7th (12:00)

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

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Wednesday, April 3rd (5:30)
Wednesday, April 17th (12:00)
Thursday, May 9th (12:00)

This class is designed to help individuals who are navigating the intricacies of the estate planning process for their aging parents and themselves. Join us to discuss different financial strategies that could be used, including establishing trusts, managing and distributing assets effectively, setting up beneficiaries and much more. We’ll also discuss the importance of creating the right team to help your family achieve their financial goals.

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Tuesday, April 16th (12:00)
Thursday, May 16th (5:30)

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Why do most people pay more in taxes than necessary? They aren’t implementing customized tax planning techniques. Join us to learn about our strategies to reduce income taxes, Medicare premiums, and inheritance taxes. We will also take a deep dive into strategies used to minimizing RMDs, capital gains, and dividends that could help lower your taxes, amplify your retirement, and enhance your legacy.

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Tuesday, April 2nd (12:00)
Wednesday, May 15th (12:00)

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Do you want to pay more taxes than you need to? If not, join us to discuss the dynamic strategies that may lessen your lifetime tax bill. We’ll go over case studies and review ideas on leveraging tax-saving techniques which may help to improve your individual tax situation.

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Thursday, April 18th (5:30)
Wednesday, May 22nd (12:00)

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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 these steps now to boost your confidence and avoid worrying about money after you’ve stopped showing up to work.

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Tuesday, April 2nd (5:30)
Thursday, May 9th (5:30)

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How does the current economic landscape compare to previous periods of recession? The boom/bust cycles of the economy have not been replaced. In this workshop, we will review the compelling evidence that a recession is near, followed by a discussion on its implications for portfolio management.

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Thursday, April 11th (12:00)
Wednesday, May 1st (12:00)

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