Past Events
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.
Retirement Plan Fundamentals III: Opening Your Present
Presented by: Rick Miller
July 27, 2023
You've created a retirement plan (your present from you to future you). Now it's time to open that present. What's the best way to do it?
Retirement Account Basics Part 2: Using Your Plan
Presented by: Rick Miller
June 28, 2023
You have a retirement account? Terrific! Rick Miller will discuss strategies for using your account in the best way possible.
The Basics of Estate Planning
Presented by: Frank Napolitano
May 18, 2023
Join Frank and learn more about the estate planning process and what you need to know to go through it smoothly.