SEMINARS & WEBINARS

We're dedicated to the transformative power of education. Our seminars and webinars provide valuable knowledge to empower you, whether you're planning for the future or managing your legacy. We partner with members in our network to offer in-depth explorations of each subject. Below is a sample of some of our previous seminar and webinars.

Estate Planning 101

Estate Planning 101 is your roadmap to securing your family's financial future and ensuring your assets are distributed according to your wishes. Our strategic partners guide you through the intricacies of wills, trusts, and estate tax planning, helping you make informed decisions for generations to come.

Medicare 101

Medicare is a critical aspect of healthcare in retirement. Our Medicare 101 webinar demystifies this complex program, providing clarity on eligibility, coverage options, and enrollment periods. Whether you're approaching retirement or assisting a loved one, you'll gain the knowledge needed to make confident healthcare decisions.

Social Security

Our Social Security webinar is your guide to maximizing your Social Security benefits. Learn about claiming strategies, spousal benefits, and how to make the most of this essential retirement income source. Ensure your financial clarity during your golden years with professional guidance.

Power of Attorney

Understanding the Power of Attorney is crucial for anyone managing financial affairs. Our seminar on Power of Attorney explores its types, responsibilities, and how to establish one. Empower yourself or your loved ones to make important decisions when needed.


We value your input! Clients are encouraged to suggest topics for future educational sessions. Join us in your quest for knowledge and personal growth.