Events

Join us for a virtual presentation on "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

Join us for a 2026 Market Update & Outlook!

In a rapidly evolving economic environment, we understand the importance of staying informed amid shifting global dynamics. In this complimentary session, we invite you to explore timely perspectives on the global market outlook and the changing macroeconomic landscape. We will discuss how easing tariff pressures, adjustments in monetary policy, and emerging AI-driven productivity trends may influence opportunities for investors and will break down key themes across equities, fixed income, and global growth forecasts for 2026.

During this complimentary presentation we’ll discuss the history of Medicare and the basics of what Medicare is, what it covers, who is eligible, and when you should enroll. We’ll discuss Medicare costs as well as how people fill in the gaps in Medicare. And we will talk about Medicare Advantage plans and what you need to know if you plan on working past 65.