Webinars and Community Events
These events are designed to provide valuable educational insights and engagement, especially for those within 10 years of retirement.
Topics include tax planning, Medicare, market updates, and more—each focused on helping you stay informed and take control of your financial future during this critical time in your life.
Upcoming Events
July 8: Webinar: Market Update: 2nd Half of 2025
Stay ahead of the curve as we cover the latest market conditions, economic trends, and what they mean for your retirement strategy.
September 16: Webinar: Medicare
This informative session is designed to keep you up-to-date with the latest Medicare changes ahead of Medicare Open Enrollment, which runs from October 15 to December 7.
We’ll discuss important updates to coverage options, costs, and benefits that could impact your decisions.
Whether you’re nearing enrollment or reviewing your current plan, this webinar will help you make informed decisions for the upcoming year.
There will also be time for live Q&A, so bring your questions and get the answers you need to make confident Medicare choices.
October 2: Webinar: Medicare
This informative session is designed to keep you up-to-date with the latest Medicare changes ahead of Medicare Open Enrollment, which runs from October 15 to December 7.
We’ll discuss important updates to coverage options, costs, and benefits that could impact your decisions.
Whether you’re nearing enrollment or reviewing your current plan, this webinar will help you make informed decisions for the upcoming year.
There will also be time for live Q&A, so bring your questions and get the answers you need to make confident Medicare choices.
October 14: Market Update
Stay ahead of the curve as we cover the latest market conditions, economic trends, and what they mean for your retirement strategy.
November 18: Webinar: Long-Term Care
Join us for a one-hour webinar to learn why Long-Term Care (LTC) planning is essential for your retirement strategy.
We’ll cover why many overlook LTC planning, the emotional and financial risks of not having a plan, and why Medicare or Medicaid likely won’t cover your long-term care needs.
Get the insights you need to plan ahead and protect your financial future.