6455 South Yosemite Street
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
Do you have a strategy to claim social security?
Medicare: What to know
The result is a powerful, educational series of webinars created with YOU in mind.
This is a unique opportunity to hear from nationally recognized speakers
and experienced professionals,
sharing their experience and their knowledge with you.
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.