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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

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.