Broker Check

Events

Upcoming Events

March 23, 2024

1:00p - 3:00p

Wheeler Historic Farms _ West Pavilion

Easter Celebration

** Please note this copy of the invitation was a draft, the date and time will be updated prior to printing & sending to clients. This will be sent via mail & email. The mail invites will have the graphic attached on the front, and a blank white back aside from our disclosure language on the bottom of the back. The email will be sent through FMG with our disclosure language in the signature.

Past Events

February 15 - February 21, 2024

12:45p - 1:45p

Anderson Foothill Branch Library

January 25, 2024

11:30a - 4:00p

Sandy Library

January 18, 2024

10:00a - 3:30p

Sandy Library

April 28, 2020

10:00a - 11:30a

Webinar

Taxes in Retirement Webinar

In this webinar we will discuss the various tax strategies in retirement and the majors traps that could cost you thousand in taxes and ways to navigate through retirement income without major consequences. Presented by Derek Bohne, CLU, ChFC

April 23, 2020

10:00a - 11:30a

Webinar

Social Security Road Map

In this webinar we will discuss the various options for claiming your social security benefits and the majors traps that could cost you $100,000 in your retirement benefits and how to avoid them. Presented by David Gates (National Social Security Advisor, NSSA)

May 13, 2019

11:00a - 1:00p

Financial Strategies Institute

Social Security Seminar

In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy. You're probably asking when you should apply for Social Security. You may have heard that if you apply early your benefit will be lower than if you apply later. But is it worth missing out on all those extra checks to have a higher benefit later on? We're going to shed some light on this important question.

March 28, 2019

11:00a - 1:00p

Financial Strategies Institute

The New Tax and Financial Rules Workshop

If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.

February 28, 2019

11:00a - 1:00p

Financial Strategies Institute

The New Tax and Financial Rules Workshop

If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.

Event Registration