Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list or address your group at an .

We all make better decisions when we have accurate information.

We have recognized that most people are not getting a good financial education and often people don’t learn what to do with money once they make it.  We believe that an informed person is far more capable of making good decisions when they know the facts,  consider the opportunity costs, implement budgets and believe in their futures (identifying short, mid and long-term goals).

 Learn about and understand different financial strategies that will lead to great financial health and financial security.

Come and learn and up your financial IQ in a supportive, informative environment.

 We are here to serve.


Maximization and Protecting Retirement Income

Come learn and understand your choices when it comes to your Social Security Income Benefits.  Every year you delay increases your lifetime benefits.  Couples and qualified divorcees and/or widowers need to know the difference between spousal and survivor benefits. 

Learn about the different Legal tools used to protect retirement income, become familiar with "legal-language" and understand different ways to fund Long Term Care.

Learn and understand Tax issues faced by retirees.

Become informed and build your financial awareness so you make good choices that will serve you well for the rest of your life.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 16, 2020

7:00p - 8:30p

Peabody Institute Library

Maximizing and Protecting Retirement Assets

Learn how to Maximize Social Security Lifetime income for you and your spouse AND how to protect those hard-earned Retirement Assets, creating a comfortable retirement, today, tomorrow and into the future.

Event Registration