Explore our convenient on-demand financial webinars, covering topics from estate planning to Medicare to Social Security. We hope you and your family find these videos helpful and if they spark any questions, please reach out to me.
Medicare 101
Are you or a loved one approaching Medicare eligibility? Learn the A, B, C, and D of Medicare to make fully informed decisions.
Estate Planning Explained in a Way We Can All Understand
Join attorney Scott Keifer as he discusses how to plan for you and your loved ones.
Social Security
Grace Bumpus, CFP® of Putnam Investments covers 5 things you should know about social security.
Options for Long-Term Care Insurance
Have you considered your long-term care plan? Learn more about your insurance options, reduce family stress, and ensure care for yourself today and in the future.
Financial Literacy for the Next Generation
Wherever you stand in your financial journey, join us as we review the basics of accumulating, protecting, and distributing your finances.
Retain Your Brain
Learn how to age-proof your most valuable asset.
