Events

Long Term Care Introduction

Midyear Outlook Market Update

Hosted by some of investing’s top minds – regulars on shows like CNBC or MarketWatch – it’s available to you thanks to my partnership with LPL Financial, the firm that gives me the ability to put your plans into action.

Market Insights: Beyond the Headlines

Social Security Seminar

Join us for this educational workshop to learn key facts about the Social Security program, including: • How benefits are calculated • Full retirement age and choosing the right time to file • Receiving benefits while working • Provisional income and tax implications • Options for spouses and ex-spouses

2020 Economic Outlook

LPL Financial Senior Market Strategist Ryan Detrick will share LPL's thoughts on where we are in the economic cycle. Rise or recession? Ensure that your company is in the know about the challenges and opportunities that lie ahead to better position you for success heading into 2020.

Preparing for Retirement

This is a chance to get answers to your health insurance questions! It's hard to be sure you're on track to retire - whether it's this year or in the next 5 years. Maybe your dream is to retire early?