Join us online for a short review of what has changed between 2024-2025. Our President & CEO Deanne Rosso will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.

Join us as we take a look back for a 2022 financial year in review. 

We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?

There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Now is the time to review this list to ensure that you are prepared for the upcoming year.

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.

When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Our wealth adviser David Jenkins shows you how to get the most out of it.

There is perhaps no other event in life that has the potential of causing serious, if not irreversible consequences to a family than a need for care over an extended period of years. In this presentation, Michael Tessler will discuss the basics of Long-Term Care insurance planning.

Special Needs planning Attorney, Dennise Grayson will introduce the different types of Special Needs Trusts and how they can benefit your family.