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.

Join our founder Chuck Vickery as he explains the best way to chart a path to retirement income streams.

We all are prone to what feels like a laundry list of less-than-ideal investment behaviors: confirmation bias, framing issues, overconfidence. Learn how failing to acknowledge that we sometimes want more than money from our investments can lead to costly mistakes.

Join our adviser Clarke Holt for an overview of investing, the various opportunities available, and how to best partner with a fiduciary to tailor an investment plan for you.