Events

Join us for a third quarter market update as our guest speaker discusses where we have been so far in 2024 and what they expect for the remainder of the year, including how the election is expected to impact the markets and whether we expect continued growth.

Topics Include: common mistakes and threats in Estate Planning, tax implications (including the Federal Estate Tax Exemption set to sunset in 2025), impacts of long-term care and health care plans, and three key steps you can implement today to account for your future goals.

Do you know all of your options when it comes to taking your Social Security benefits? Social Security can be a lot more complicated than you think. Join us for an educational program to gain insight on what options you have and what may be best for you!

You can’t predict the future, but you can prepare for it. Please join us as we cover recent global market performance, help you navigate uncertainty, and prepare for what’s ahead.