Scammers use clever techniques to steal personal information. Join me for a seminar that can help you recognize scams and learn some industry best practices for helping you protect yourself, […]

How health insurance works after you leave your job   Baby Boomers are asking: • When do I sign up for Medicare? • How do I sign up for Medicare? […]

As we age, our body and brain functioning naturally declines. But with proper training, we can prevent, or at least postpone, its deterioration. Our brain is radically adaptable if we […]

Please join us on Zoom to hear insights on today's most critical economic and market topics from David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management Global […]

Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and […]

John Hancock Presents: 10 Myths About College Savings Plans Know the facts about investing in your child’s/grandchild’s 529 Plan. Please join us for this presentation! Hosted by: ICGnext Presented by: […]

 Please join us for this presentation on Behavioral Finance and why this topic is so important to one’s financial future.  Thursday, October 21, 2021 at 4:00 p.m.  Please RSVP to: […]

 PLEASE JOIN US FOR THIS ZOOM PRESENTATION:  SECURING YOUR RETIREMENT  Transforming Social Security into a Winning Retirement Strategy  As you approach retirement, it is more important than ever to understand […]

Think Smarter, Not Faster 7 Steps to Better Decision Making Through Behavioral Finance Nothing rattles investors’ confidence like unexpected market volatility. As a wayOf framing dispassionate investment decisions as a […]

Planning for Healthcare Costs in Retirement Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that […]