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Medicare 101 Educational Seminars
Whether you’re new to Medicare or you’ve had it for years, there’s a lot to learn - at our Medicare 101 educational seminars, we can help you understand your options.
Savvy Financial Strategies for College
Hear from industry educators who will provide insider tips that will enhance your understanding of the college process and provide actionable strategies to save thousands of dollars.
12 Best (and Worst) IRA/401(k) Strategies
This educational program is designed to help you protect your retirement income, keep what you have worked hard for, pass assets to the next generation and reduce taxes.
Savvy Social Security Planning
Decisions you make now can have a tremendous impact on the total amount of benefits you receive over your lifetime. If you are a baby boomer and want to be a savvy shopper in the Social Security supermarket, this seminar will arm you with great insight and tips.