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Part II: Using Technology to Make Money Management Easier
In Part II, we’ll be discussing how technology can help you plan for and transition into retirement. We’ll learn: What tools can help you maximize social security How to determine when you can retire and what you can spend How to find the optimal Medicare Part D plan Plenty of time for your questions! Register by clicking here.
Find out more »Part III: Using Technology to Make Money Management Easier
In Part III, we’ll be discussing how technology can help you: Determine if you need life insurance Calculate how much life insurance you need Ease the burden on your heirs Organize your digital estate Save for college Pay for college Plenty of time for questions! Catch up by watching Part II: Using Technology to Make Money Management Easier
Find out more »Former Gov. Bob Ehrlich, Political Discussion and Book Signing
Former Gov. Bob Ehrlich Book Signing and Political Commentary The Financial Consulate cordially invites you to join us at Hayfields Country Club for a perspective on the current political climate by Former Governor Bob Ehrlich, as he discusses his new book, “Bet You Didn’t See That One Coming: Obama, Trump and the End of Washington’s Regular Order.” The Financial Consulate does not endorse any political party or individual but does believe in cordial discourse, the exchange of opinions and is…
Find out more »Top 6 Financial Myths vs. Reality
Hosted by Drew Tignanelli, CPA, CFP® on October 23rd at 12 PM It’s essential you know the truth Register Now
Find out more »What Now Since We Know the Election Outcome
Join us on Friday, 11/20, as Drew Tignanelli will discuss various tax, investment, and retirement planning strategies that you should consider now that we know the outcome of the 2020 Presidential Election.
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