Events

October 10, 2019

1:00p - 2:30p

OptiFour Office (subject to change depending on number of RSVP’s)

Family Financial Workshop

Studies show that most family wealth is squandered by the 2nd or 3rd generation. We are here to help you avoid this outcome. This workshop will educate you (and the whole family) on nurturing and protecting your wealth for generations to come.

 

October 16, 2019

1:00p - 2:30p

OptiFour Office (subject to change depending on number of RSVP’s)

Housing and Care Options Workshop

Are you wondering where you will live as you age and perhaps how you might receive care when you need it? Most older adults want to age-in-place, but is that the best option for you and your loved-ones? Please join us for our Fall workshop hosted by Aging Life Care Manager™, Heidi L. Garvis, CMC, who will be presenting options for housing and care.

 

October 23, 2019

1:00p - 2:30p

OptiFour Office (subject to change depending on number of RSVP’s)

Social Security Workshop

Deciding when to apply for Social Security benefits can be challenging. This workshop will explain how this retirement program works, and the best strategies to consider when applying. We are here to help.

 

November 7, 2019

1:00p - 2:30p

OptiFour Office (subject to change depending on number of RSVP’s)

2019 Tax Strategies Workshop

Many investors are concerned with how taxes can affect them. This presentation will give you relevant and up-to-date insights, address timely issues and concerns, by also offering tips and reminders that can benefit you by reducing liabilities and help you achieve your financial goals.

Event Registration

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