Events
September 24th | 6:00 PM
- Wills vs. Trusts: What’s right for you?
- Avoiding probate and protecting your heirs
- Naming beneficiaries, powers of attorney & healthcare directives
- How to start a conversation with your family
6001
October 22nd | 6:00 PM
- How your retirement income is taxed (Social Security, IRAs, 401(k)s)
- Tax-smart withdrawal strategies
- Roth conversions: When and why
- Minimizing your tax bill in retirement
5970
October 29th | 6:00 PM
- The different types of annuities (fixed, variable, indexed)
- Pros, cons & common misconceptions
- When annuities make sense and when they don’t
- Questions to ask before buying one
5971
November 6th | 6:00 PM
- How much is enough? Setting your retirement goal
- Building multiple income streams
- Factoring in healthcare, inflation, and longevity
- Tools for staying on track pre- and post-retirement
5974
November 18, 2025 | 6:00 PM
- Wills vs. Trusts: What’s right for you?
- Avoiding probate and protecting your heirs
- Naming beneficiaries, powers of attorney & healthcare directives
- How to start a conversation with your family
5648