Financial Literacy

Upcoming Events:

Celebrating 65 – March 23, 2016 at 5PM

This is a two hour seminar in which topics such as Social Security, Medicare, and Medicare Supplements will be discussed.  Although the program is geared towards 55-65 year olds, the program is open to all and all are welcome to attend.  The seminar is also open to spouses.

Transition & Change: Preparing for Retirement in the 21^st Century – April 14, 2016 Noon

According to some estimates, 70 million people will retire in the coming years. While financial planning is critical, all too often people fail to focus on key psychological and social factors that will impact how ‘successful’ their retirement is. During this workshop, you will explore the different facets of retirement and gain practical tips to prepare for and navigate the changing face of retirement.