ONLINE – Planning for Financial Security

Join us for a comprehensive online workshop provides useful information about financial planning by addressing the main areas of financial planning: cash management, tax planning, risk management, retirement planning, investment planning and long-term care. To register, go to: Enter registration code: LONLON11AA

By |2020-12-29T12:25:18-05:00January 14th, 2021||0 Comments

ONLINE – Social Security Webinar

Social Security is an important element in retirement planning. This workshop explores the cost of retirement, as well as options for claiming and maximizing Social Security benefits and how to bridge possible income gaps. The webinar will be led by Jim Kaufmann. Jim is a Vernon resident and licensed financial advisor with VALIC Financial Advisors, [...]

By |2020-12-04T15:56:22-05:00December 10th, 2020||0 Comments
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