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.
Social Security (recorded 3/10/20)
2020 State of the Markets (recorded 1/23/20)
2020 Beginner's Guide to Medicare (recorded 10/1/19)
The Storm Before the Calm (recorded 7/10/19)
2019 State of the Markets (recorded 3/26/19)
2019 Beginner's Guide to Medicare (recorded 9/6/18)
Half-time Report (recorded 7/31/18)
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 1, 2019
11:00a - 1:00p
Ashford Green (lobby level conference room)
Medicare 2020
Join us as we review the Medicare program in general and any particular changes or updates for 2020. Whether you already have Medicare or are enrolling for the first time, you will benefit from this valuable presentation.
August 22, 2019
11:00a - 1:00p
Ashford Green (lobby level conference room)
Women & Investing
Discover specific details women need to consider - and uncover ways to help maximize your financial life.
April 30, 2019
Ashford Green Building (lobby level conference room)
The Nuts & Bolts of Annuities
Join us as we navigate the complex world of annuities. Our presentation lasts an hour and is followed by a complimentary boxed lunch.
March 26, 2019
11:00a - 1:00p
Ashford Green (lobby level conference room)
State of the Markets
Grab a friend and join us for a fresh perspective on the market and economy.
November 29, 2018
Ashford Green Building (lobby level conference room)
Event Planning 101
Please join us to learn about the basics of estate planning. Click the title for details.
October 17, 2018
11:00a - 1:00p
Ashford Green Building (lobby level conference room)
Build for the Future Today
Learn strategies that will help you prepare for retirement. Click the title to learn more.
September 6, 2018
11:00a - 1:00p
2019 Beginner's Guide to Medicare
Join us for a free Lunch & Learn where we will educate you on what you need to know (or do) as Medicare Open Enrollment season approaches. We have limited seating so registration is required.
March 29, 2018
11:00a - 1:00p
Ashford Green (lobby level conference room)
2018 Tax Strategies
What does the new "Tax Cuts and Jobs Act" mean for you and your personal tax situation? Do you need to make any changes now in anticipation of next April? Join us and find out!
January 24, 2018
11:00a - 1:00p
Ashford Green (lobby level conference room)
State of the Markets
Wondering what to make of 2017 - and how to prepare for the year ahead? We are here to offer the insight you need. Join us for a fresh perspective on the markets and economy. Click the seminar title above for additional details.