Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 27, 2025
4:00p - 6:30p
The 5th Floor Offices Avalon Park (Marketplace Building)
Retirement Seminar - 5th Floor Offices
Financial readiness- How to calculate the income you'll need. Housing and lifestyle - Deciding where to live. Healthcare costs and coverage - Medicare enrollment, long-term care planning, and rising medical expenses. Investments and Savings Strategies - Understanding IRA'S, Pensions, and retirement plan withdrawals. Action Plan for Success - Personalized steps to create a financial and lifestyle roadmap.
October 25, 2023
9:30a - 11:00a
5th Floor Offices