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  • How to be an Executor or Trustee

    Are you going to help manage someone's money and stuff after they die? Or, are you thinking about asking an adult child to do this for you when you die? Come to our helpful workshop! You'll learn: What needs to get done with this huge responsibility Tasks that can AND SHOULD be done ahead of time Why it's important to tell your family about your plans How to handle houses and money the right way The difference between wills and trusts In this insightful workshop, you will learn what awaits an Executor (aka Personal Representative) or Trustee
  • Social Security

    Are you 59 or older and looking to understand the basics of Social Security and Medicare? We’ve got you covered! Join our informative workshop, where we’ll explore crucial components of your retirement plan, including: Maximizing Social Security benefits by delaying or claiming early Benefits for singles, divorces, and widows/widowers Strategies for married clients to maximize lifetime benefits Minimizing taxes and penalties on your Social Security Possible benefit reductions coming Medicare basics and healthcare in retirement What you need to know about Social Security and Medicate before you retire!