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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 28, 2020

6:30p - 7:30p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

October 22, 2020

6:00p - 7:00p

Zoom

10 Truths No Matter Who Wins

A market perspective on the 2020 US Presidential Election, regardless of the outcome

October 8, 2020

6:30p - 7:30p

Zoom

Retire Confidently - Strategies for your IRA

Learn about the various strategies available for your IRA so that you can retire confidently.

September 23, 2020

6:30p - 7:30p

Zoom

Common Money Mistakes

Learn how understanding these 52 common money mistakes can better your financial well-being.

September 9, 2020

6:30p - 7:30p

Zoom

August 26, 2020

6:30p - 7:30p

Zoom

Healthcare in Retirement Planning

Register for this exclusive webinar with Fidelity designed for pre-retirees who have not yet enrolled in Medicare

August 12, 2020

2:00p - 7:00p

Zoom

Long Term Care Planning

Strategies Every Retiree Needs to Know About Long Term Care

August 6, 2020

12:00p - 1:00p

Zoom

Special Quarterly Market Update!

Putting the Quarter in Perspective: A Market Commentary presented by Symmetry

July 30, 2020

6:30p - 7:30p

Zoom

July 16, 2020

12:00p - 1:00p

Zoom

July 9, 2020

4:00p - 5:00p

Zoom

July 2, 2020

4:00p - 5:00p

Zoom

June 25, 2020

6:00p - 8:00p

Zoom

Taxes in Retirement

This educational event will cover the basics of taxes in retirement and reveal the latest strategies for handling your taxes.

June 25, 2020

2:00p - 4:00p

Zoom

Taxes in Retirement

This educational event will cover the basics of taxes in retirement and reveal the latest strategies for handling your taxes.

June 18, 2020

4:00p - 5:00p

Zoom

June 11, 2020

4:00p - 5:00p

Zoom

June 3, 2020

6:00p - 7:00p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

June 3, 2020

2:00p - 3:00p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

May 21, 2020

4:00p - 5:00p

Zoom

May 21, 2020

10:30a - 11:30a

Zoom

May 14, 2020

4:00p - 5:00p

Zoom

April 30, 2020

4:00p - 5:00p

Zoom

The SECURE Act 2019

How will it impact your Retirement and Estate planning?

April 28, 2020

10:30a - 11:30a

Zoom: bit.ly/2JMWwyf

February 26, 2020

6:30p - 8:00p

Jaraiedi Financial Group

September 18, 2019

6:30p - 8:30p

Washington Crossing Inn

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

Event Registration