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Lunch & Learns

We strongly believe in continuing information for our clients, their family and friends. Through our regular Lunch & Learn programs we are able to provide information on a variety of topics.  Our seminars are a casual, one-hour affair, held on various days of the week at 11:00 am, followed by a complimentary social lunch.  Past topics have included: State of the Markets, Investing 101, Year End Tax Savings, Identity Theft, Long Term Care and Estate Planning.  We have also had extraordinary speakers join us for exclusive engagements.

We have limited seating and you must register below to attend these complimentary events.  Recordings of past seminars are posted as they become available.

2019 Beginner's Guide to Medicare (recorded 9/6/18) *For accompanying handouts, e-mail [email protected]

Half-time Report (recorded 7/31/18)

Family Financial Workshop (recorded 6/7/18)

What to do When Your Spouse Dies (recorded 2/27/18)


Event Registration

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