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How Recent Social Security Changes May Affect You

Webinar
March 30 at 2 - 2:30 pm
Online

You could qualify to receive considerably more money from Social Security than expected. Attend this short webinar to find out what benefits Congress recently voted to end and who may, nevertheless, still be eligible to receive them — if action is taken before upcoming deadlines.

Presenters:
Rohan Nayak, CFP®, Investment Advisor, Financial Planner
Paul Rubin, Paraplanner

To register, click here.

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More