Events That Educate
From securing your legacy to stopping unwanted calls and selecting a Medicare plan that fits your needs, our events are designed to help you make informed decisions about your finances and future.
Protect Your Legacy:
Estate Planning Made Easy
Don’t leave important decisions to the court!
Join us for complimentary and interactive presentations that may help you better understand legacy planning strategies — strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your legacy.
Our presentations discuss the process of creating a comprehensive estate planning portfolio, including trusts, wills, powers of attorney, advanced directives and so much more!
Without a comprehensive estate plan, your heirs could face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided — even who gets to raise your children.
Medicare Mondays: Navigating Choices From
A to D
Don’t be caught off guard by deadlines and fine print! Join us on the second Monday of every month to learn how to make Medicare more manageable.
What we’ll cover:
- Recent policy changes
- Avoiding gaps and unexpected costs
- The right plan for your situation
- Shutting down spam calls
This is your chance to get the clarity you need to choose your coverage with confidence.
Information is power. Join your neighbors for a relaxed, educational evening.
These events are for informational purposes only and are free to all. RSVPs are recommended due to limited space.
Register Now!
Please note that some events may require you to RSVP.
If you have any questions about events listed, please call 573.693.9443.
Picture Yourself Enjoying One of Our Events
