Events

“How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes.

Clients and guests are invited to an evening of food and baseball @ Victory Field.
Dinner will be served in our reserved picnic space before the game.Indianapolis Indians vs St. Paul Saints
*Plus, postgame Friday fireworks!

Emotions: Are emotions affecting your investment decisions? Learn how understanding your emotions can prepare you financially and mentally for times of market decline.

Expectations: There are three types of investors. Discover your type and understand how that influences your market expectations.

Economics: Discover what the last eighty years of the U.S. economy means for your investments.

Tackle one of the most important meals of your day with nutrition chef, Shelley Loving. Shelley will share tips, recipes and nutritional insights so you can create a fast and healthy lunch.Feel free to share this event with any friends and family members you think might enjoy this content.