Past Events
The Essential Estate Planning Document You’ve Never Heard Of
Presented by: Frank Napolitano
March 27, 2024
Discover how a 'Letter of Instruction' simplifies your estate plan for loved ones.
Five Biggest Medicare Mistakes
Presented by: Rick Fine
February 29, 2024
Rick Fine will explain the five most common Medicare mistakes and arm you with the knowledge to avoid them effectively.
Managing Money as a Couple: Early Marriage Webinar
Presented by: Rick Miller
January 30, 2024
Whether you're a newlywed or soon-to-be-married, this webinar provides valuable tools to navigate the financial journey as a couple.
Managing Money as a Couple: Thinking About Marriage
Presented by: Rick Miller
November 21, 2023
You're engaged. Congratulations! It's time for that big discussion about paying bills, saving for the future, and managing money ... together.
The ABC’s (and D’s) of Medicare
Presented by: Rick Fine
October 26, 2023
Rick Fine will define what medicare is and how it really works.
TIPS for Beginners
Presented by: Rick Miller
September 28, 2023
What are TIPS (Treasury Inflation-Protected Securities) and can they really protect portfolios against inflation?
The Basics of Estate Planning Part 2: Saving on Estate Taxes with Trusts
Presented by: Frank Napolitano
August 29, 2023
Join Frank to dive deeper into the estate planning process and how to save on estate taxes with trusts.