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Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. We take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, we’re ready to help. Let’s meet for an initial complimentary consultation.

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Events

2024 SEMINAR SERIES: Understanding Medicare A to D

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
  • Medicare coordination benefit rules

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231#

2024 SEMINAR SERIES: Growing LGBTQ Wealth

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

  • LGBTQ+ numbers that matter
  • Challenges facing the LGBTQ+ community
  • Investing beyond the headlines
  • Building your foundation for wealth and well-being

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869#

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