November 15 — One of the keys of retirement planning is understanding your Social Security benefits.  Social Security is a retirement income source with a variety of selections.  Join us for this presentation where we will discuss the basics of filing for Social Security and how to coordinate your benefits with your other sources of…

November 21 — If you’re turning 65, or you’re still working and planning to retire soon, it’s a great time to start thinking about Medicare and your options. Attend this seminar where we will explain how Medicare works. You’ll learn about Medicare Parts A and B, special enrollment requirements if you start using Medicare after…

November 21 — Let us help you with any technical issues you might be having and show you some tips on using the Viridian portal. Bring your laptop or we can show you on one of ours! Refreshments will be served.

December 10 — Explore the process of creating a complete and balanced approach to philanthropy that addresses estate, tax and financial planning objectives enriched by personal philanthropic goals. We look forward to discussing the new tax laws and how they support your personal efforts. Presented by Financial Advisor & Shareholder, Doug Custer. Refreshments will be…