Estate Planning Lessons
Roger Bair III, MSF, CFP®, CIMA® and Madison Bennett, CFP® lead an informative webinar on the estate planning lessons to be learned from watching HBO's hit television show, Game of Thrones*. *This event/webinar/recording is in no way sponsored or endorsed…
Information Security: Staying One Step Ahead of Scammers
Mike McCarthy and Alex Price lead an informative webinar focused on ways to protect your information from scammers.
How to Find a Great Place to Retire
Alex Price, CFP® leads an informative webinar focused on the factors to consider when selecting the location in which you want to retire.
Little Known Social Security Strategies
While some Social Security strategies have been discontinued, there are still a few under-utilized strategies that could be of great benefit. Divorced Spouse: If you were married for 10 or more years, you are eligible to collect benefits against your…