December 10
@
3:00 pm
–
4:00 pm
This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.
This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.
December 10
@
12:00 pm
–
1:00 pm
This event looks at several tax planning strategies that many people don’t take full advantage of even though they qualify. A few of the strategies we’ll discuss include making sure you have the appropriate tax withheld, maximizing your retirement plan contribution, and investing with taxes in mind.
This is an overview. Before you take any tax action, we recommend that you consult with a tax expert to see how these tax planning tips and strategies would apply to your individual circumstances.
November 12
@
12:00 pm
–
1:00 pm
Medicare is a complex system, but understanding your coverage options can be essential to getting the healthcare you need. This event covers some of the basics of Medicare, including the different parts and what they cover, eligibility requirements, and enrollment periods. We’ll also discuss considerations for choosing a plan, maximizing your benefits, and navigating the Medicare system.
November 12
@
3:00 pm
–
4:00 pm
Medicare is a complex system, but understanding your coverage options can be essential to getting the healthcare you need. This event covers some of the basics of Medicare, including the different parts and what they cover, eligibility requirements, and enrollment periods. We’ll also discuss considerations for choosing a plan, maximizing your benefits, and navigating the Medicare system.
October 31
@
3:00 pm
–
4:00 pm
The holidays are a time for celebration but can also bring stress and financial strain. We’ll look at the financial side of holiday planning and provide ideas for keeping your budget in check while enjoying the festive season. Learn about budgeting for gifts and entertainment, and get tips for finding deals and leveraging technology. We’ll discuss thoughtful gift-giving strategies, hosting a gathering on a budget, and avoiding debt.
October 31
@
12:00 pm
–
1:00 pm
The holidays are a time for celebration but can also bring stress and financial strain. We’ll look at the financial side of holiday planning and provide ideas for keeping your budget in check while enjoying the festive season. Learn about budgeting for gifts and entertainment, and get tips for finding deals and leveraging technology. We’ll discuss thoughtful gift-giving strategies, hosting a gathering on a budget, and avoiding debt.
October 8
@
12:00 pm
–
1:00 pm
Many people put off estate planning until it’s too late. We’ll provide practical tips for creating a plan that reflects your values and goals. We’ll cover various financial factors and tools that can help protect your assets and ensure your wishes are carried out – like wills, trusts, powers of attorney, and healthcare directives. Join us to learn how you can start securing your legacy today.
September 26
@
3:00 pm
–
4:00 pm
Choosing employee benefits is an important part of building a financial action plan. This event will look at different types of employee benefits and discuss the pros and cons of available options. Get tips on maximizing your benefits, like tax-advantaged accounts and matching contributions. Whether you’re starting a new job or re-evaluating your current benefits, this event can help you make informed decisions.
September 26
@
12:00 pm
–
1:00 pm
Choosing employee benefits is an important part of building a financial action plan. This event will look at different types of employee benefits and discuss the pros and cons of available options. Get tips on maximizing your benefits, like tax-advantaged accounts and matching contributions. Whether you’re starting a new job or re-evaluating your current benefits, this event can help you make informed decisions.
September 10
@
3:00 pm
–
4:00 pm
Financing a college education is a big task. This event explores things you may need to know about funding education, including how to apply for federal and state financial aid, scholarships and grants, and other funding options like a 529 plan. We’ll also touch on budgeting for college expenses. Whether you’re supporting a loved one or you’re a student yourself, this event can help.
