What we're about

The purpose of this meet-up group is to empower and educate people to make smart decisions with their money. We will meet once per month and educate people on many areas of wealth management and financial planning. Future topics include:

Identity Theft

Affordable Health Care Act

Power of Attorney – putting in place, taking it back

The A, B, C’s (and D) of Medicare

Roth Conversions

Tax Changes

IRA Distribution Strategies

Medicare Open Erollment

These educational presentations will be offered by a local financial advisor. There will also be guest speakers from time to time. So watch your emails.

If you want to learn more about investments, reducing taxation, estate planning, avoiding probate, IRA's/ 401K's, building a financial road map, Medicare, or retirement income then this meet-up group is for you.

Past events (6)

Lunch 'N Learn - 2014 Changes in the Tax Laws

Sweeten Creek Conference Center

Lunch N Learn

Sweeten Creek Conference Center

Lunch N Learn

Needs a location

Lunch N' Learn

Needs a location

Photos (3)