Please join us for a timely economic and market update with John Tousley, Managing Director, Strategic Advisor Solutions, with Goldman Sachs. John heads the Global Market Strategy team at Goldman Sachs focusing on global capital market insight, macro strategy, and implementation.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2489 096 3403#

Password: MarketUpdate1!

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2494 614 8819#

Password: Seminar1!

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2487 589 1766#

Password: Seminar1!

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956

Meeting Number (Access Code): 146 339 4348#

Password: Seminar1!

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

Please call: 1-844-621-3956

Meeting Number (Access Code): 2497 6224687#

Password: Seminar1!

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2486 700 3833#

Password: Seminar1!

Do you have old documents piling up? You and your guests are invited to shred them at our complimentary shredding event. Safely dispose of your paper documents while enjoying a refreshment from the Taco Jed truck. Shredding will be done on-site by Beckley's, ensuring your personal information is kept confidential. All paper will be recycled.

We will provide drive up service for those who would like it, simply pop your trunk, we will unload your vehicle.

If you plan on bringing a few guests, please reach out to us to let us know how many will be attending so we can ensure that there are enough refreshments for everyone.

If you are unable to attend, our office will have a locked bin inside and will be open until 6PM on Wednesday before the event, so you can drop off the materials you want shredded.

Some ideas of documents you may want to shred include:

Old tax documents - Financial reports - Credit card statements - Insurance statements - Processed checks - Loan applications - Documents with a Social Security number

Any other personal information that you want safely recycled

Look for the truck in the parking lot