EVENTS

 November 12th, 6:00pm CT   

Saving money on taxes is a priority. And why wouldn’t it be? Taxes are likely to be your single largest expense each year. Do you have a “tax diversification strategy?” Jim Amerman will discuss why you should consider including advanced tax strategies in your financial plan.  

 November 19th, 6:30pm CT  

Join us as we provide an introductory overview of Social Security and Medicare planning.  Topics covered will include:

• Basics of Social Security – benefit eligibility criteria and other factors affecting your benefits.
• Medicare Overview - Essential information about your coverage options with Medicare and the importance of your timely enrollment.

Our speaker is experienced in the complexities of Social Security and Medicare has helped numerous individuals make informed decisions about their retirement benefits and healthcare options. 

 December 3rd, 5:30pm CT  

Seven out of 10 people over 65 will need long-term care services and support. The cost of that care is not covered by private health insurance or Medicare, and it can be high enough to wipe out the assets you’ve worked so hard to accumulate in only a few years. Join us for an insightful presentation where Robin Raef, Director of Long Term Care Solutions will tackle this topic giving you the information you need to help address this potential issue.