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Events

Upcoming Events

September 26, 2021

11:30a - 12:15p

Samanea Mall

Savvy Social Security Planning for Women

Learn the answers to your questions: How can I maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

Past Events

October 26, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

30 Minutes on Medicare Basics

Baby Boomers are asking... What doe Medicare Cover? How do the four parts of Medicare work together? When do I have to enroll in Medicare? How does Medicare work with the insurance I've already got? What can I expect to pay for my healthcare down the line?

October 20, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women (10/20/20)

Learn the answers to your questions: • How can i maximize my Social Security benefits? • Are there survivor benefits if my husband or ex-husband dies? • If I get divorced, are there divorced-spouse benefits? • How can I best coordinate retirement benefits with my husband? • What Social Security strategies should I consider before remarrying? And more …

October 14, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Managing Healthcare Expenses in Retirement

This educational workshop will cover the following: How Medicare enrollment periods work and what you need to do to avoid late-enrollment penalties. How much you can expect to pay in healthcare costs after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage. Why most people pay too much for private insurance and how you can avoid excess costs. Why you must prepare for higher healthcare costs in retirement including the possibility of needing long-term care.

October 8, 2020

6:00p - 7:00p

6pm Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women

Learn the answers to your questions: How can i maximize my Social Security benefits? Are there survivor benefits if my husband or ex-husband dies? If I get divorced, are there divorced-spouse benefits? How can I best coordinate retirement benefits with my husband? What Social Security strategies should I consider before remarrying? And more...

August 27, 2020

4:00p - 5:00p

Zoom Conference Call - 1 646 876 9923

Retirement Savings Challenges for Women

Women and Money: Taking Charge of Your Financial Future

August 20, 2020

5:00p - 6:00p

Zoom Conference Call - 1 646 876 9923

August 13, 2020

5:00p - 6:00p

Zoom Conference Call - 1 646 876 9923

Savvy Social Security Planning for Women

Learn the answers to your questions: - How can i maximize my Social Security benefits? - Are there survivor benefits if my husband or ex-husband dies? - If I get divorced, are there divorced-spouse benefits? - How can I best coordinate retirement benefits with my husband? - What Social Security planning should I consider before remarrying? And more...

August 13, 2020

11:00a - 11:30a

Zoom Conference Call - 1 646 876 9923

Managing Your Lifestyle

We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

July 30, 2020

4:00p - 5:00p

Zoom Conference Call - 1 646 876 9923

Financial Essentials - 403(b), New York State Teachers’ Retirement System

Reviewing the Pension Tier system and what each can expect in benefits verse traditional retirement savings.

May 7, 2020

2:00p - 2:45p

Zoom Conference Call - 1 646 876 9923

Healthcare vs. Corona Virus Overview with Fidelity

- What impact the Corona virus has had on the economy - What does the rest of 2020 look like? - What areas may actually benefit from the virus

May 6, 2020

2:00p - 2:45p

Zoom Conference Call - 1 646 876 9923

Global Market Overview with Blackrock

Global market outlook as it relates to the COVID19 virus and what we can expect to look for in the upcoming season.

February 25, 2020

7:00p - 8:00p

Cetera Investors

Savvy Social Security Planning Seminar

What baby boomers need to know to help maximize retirement income.

Event Registration