PERSONAL FINANCE EVENTS
We host a variety educational events – in person and virtual, throughout the year designed to help you learn and get to know us and ask your personal financial questions.
Upcoming Events
Recharge Your Annuity to Save More for Retirement
When’s the last time you checked on your old annuity? A lot has changed over the years. Some old annuities charge big fees or don’t give you the options new ones do. You could be missing out on ways to get more from your money, or you might be paying for things you don’t need. Register today and learn how to recharge your old annuity.
Tune In To Our “three Things” Educational Series
3 Things About the Government Shut Down
In this video, we examine the key implications of a potential government shutdown and what it means for investors and those planning for retirement. You’ll gain insight into how past shutdowns have impacted markets, the real risks versus the media hype, and practical strategies to safeguard your personal finances when unpredictability strikes in Washington. We discuss steps you can take now—like reassessing your risk exposure, keeping your investment plan grounded in historical perspective, and preparing contingency moves—so you’re positioned to remain steady, not reactive, when headlines turn turbulent. For concise, actionable insights on navigating government-driven uncertainty with confidence and clarity, watch the full video now.
Download 10 Things About Patrick
Then schedule your personalized financial planning review below.
3 Things About the New Tax Laws
In this video, we break down the urgent realities facing retirees as impending tax changes approach in 2025. You’ll learn how shifts in federal tax law could impact your retirement income, affect your withdrawal strategies, and potentially lead to higher-than-expected tax bills—especially for those who haven’t factored these looming changes into their financial plans. We outline practical steps you can take now to protect your hard-earned savings, from reassessing portfolio allocations to exploring Roth conversions and timing your distributions wisely. If you want to avoid costly mistakes and ensure your retirement strategy is aligned with the new rules, watch the full video for key insights and actionable guidance tailored to help you navigate the road ahead. Watch now and get ahead of the curve.
Download 10 Things About Patrick
Then schedule your personalized tax review below.
Ready to Secure Your Financial Future?
Schedule a complimentary VIP consultation to discuss how our comprehensive services can help you achieve your financial goals with confidence and peace of mind.