Seminars
Medicare with Hope Crump
An overview of Medicare basics for individuals nearing age 65 by agent Hope Crump.
Social Security with Max Elvrom
A detailed presentation of the Social Security program by MFS.
DAFGiving 360 with Carly Greenfield
An exploration of Donor Advised Fund programs, Qualified Charitable Distributions and their tax advantages.
Estate Planning with Freeman Green
An introduction to Wills, Trusts and where to begin with estate planning by attorney Freeman Green.
Cybersecurity with Nick Mancini
A Charles Schwab update of best practices to help you avoid the latest phishing attempts and scams.