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.

Register for the April Webinar HERE

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.

Learn more about Annette and Hammortree Financial

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.

Learn More About Becky and Novin Cannon Financial

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.

Learn More About Karen and Strategic Wealth Partners

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.

From Economics & Beyond: An Educational Series