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Watch one of our recent Webinar replays Below at your convenience


Secure Your Future - Open Enrollment & Medicare Strategies

Have you ever wondered if you're getting the most out of your company benefit package?
Do you understand what your open enrollment Medicare options are and when to take them? 
Whether you are in your prime working years or heading towards retirement, maximize your benefits to...Secure Your Future

   Schedule Now

Discussing Divorce

This Question and Answer style panel of professionals offers insights into the many questions surrounding the divorce process. The panel addresses the financial, legal and mental health concerns and what you can do if you are navigating a divorce.

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Are You Ready for Retirement?


We are all unique individuals with different goals and dreams. In your late 50’s and early 60’s is the time to consider - if you haven’t already - what that dream looks like.  Now, do your financials align with this dream? 

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Managing Your Lifestyle 

Want to learn 3 small changes that can potentially add a significant financial impact over your lifetime
towards your retirement?  Learn the key elements needed to achieve your goals for today and into tomorrow.
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Big Life Shifts
In a time of big life shifts, the last thing you want to think about are documents, calling specialists, and anything unrelated to JUST being with your loved ones. Do you know the vital documents and the actions necessary to provide your family with a smooth transition should you become ill or pass away? Come learn the financial and legal benefits of Estate Planning with this great duo - Bill and Roxanne Blade. We will make it easy to understand and not heavy... PROMISE!

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