Upcoming Seminars

JanuaryTax Cuts and Jobs Act – What the tax reform bill means for individuals
FebruaryApplying Academic Research to Practical Investing - Part 1
March3 Pitfalls to Avoid in Retirement
AprilIs Long Term Care Right for You?
MayTax Efficient Wealth Transfer and Strategic Estate Planning to Minimize Tax
JuneApplying Academic Research to Practical Investing - Part 2
JulyEffective Use of Debt and Should I be Debt-Free in Retirement?
AugustSocial Security Decisions: Optimization vs. Maximization
SeptemberThe Importance of the Sequence of Returns
OctoberNavigating Individual Health Care Options for Pre-Retirees LEARN MORE
NovemberChanges to Your 2019 Medicare Plan LEARN MORE
DecemberCharitable Giving Strategies and Tax Benefits