Events

In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway 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

Let’s talk Medicare. Join Evan Markley 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

As investors near retirement, readinessplanning can seem daunting. It’s important to ask the right questions to makesound decisions. This presentation is designed answer common questions and helpinvestors begin building a solid foundation for retirement readiness.

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools