From Economics & Beyond: An Educational Series
SAVE These Dates and Times NOW
April 20, 2023 1:00 PM Eastern Time Social Security & Medicare Registration is OPEN Click HERE
June 22, 2023 1:00 PM Eastern Time Retirement Income Planning: The Numbers and Beyond
August 24, 2023 1:00 PM Eastern Time Protection AND Balance
October 26, 2023 1:00 PM Eastern Time Business Owners: Year End Wrap Up
December 7, 2023 1:00 PM Eastern Time Estate Planning: The Fundamentals + Advanced Strategies
April 20th: Social Security & Medicare
These two topics generate so many questions
Do you have a strategy to claim social security?
- Married couples could collect $1 million of social security benefits.
- What age is “best” to start taking social security benefits?
- What about collecting Social Security on an ex-spouse’s benefit?
Medicare: What to know
Heather Schreiber, RICP®, NSSA®
presents - Click HERE to learn more about her
What happens when three experienced financial Advisors ask themselves, “How can we be a more beneficial resource to our clients and their financial future?”
The result is a powerful, educational series of webinars created with YOU in mind.
We're tapping into our connections and our Resources to Bring YOU The quality information you've been asking for
This is a unique opportunity to hear from nationally recognized speakers
and experienced professionals,
sharing their experience and their knowledge with you.
feel free to share With someone you feel
could benefit or may be interested
Annette Hammortree, CLTC, RICP®
My Philosopy is: Treat people as you wish to be treated. Understanding that, while the financial needs for each of my clients may be different, the goal is always the same…to help provide the financial confidence we all want to achieve.
Rebecca Novin-Cannon J.D., CExP™
I empower my clients to ‘live clearly’ and make critical wealth decisions based upon facts. I take a holistic, integrative approach, coordinating all facets of a client’s personal and business finances, and I strive to create personal economies that can produce long term wealth, abundant retirement income, tax efficiency, minimal cost, curtailed risk and enhanced legacy protection.
Karen Jessey, ChFC®, CLU®, RICP®, CExP™
I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine. Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion.
These seminars are for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, Hammortree Financial Services, Novin Cannon Financial Group. Strategic Wealth Partners or Wealth Strategies and opinions stated are their own.