Events
We recognize that as you are approaching 65, understanding how Social Security and Medicare fits into your overall retirement strategy is a top priority.
That is why we host complimentary monthly informational workshops on these critical retirement topics.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 31, 2025
10:00a - 1:00p
Oaktree Advisors
OAKTREE ADVISORS SHRED DAY
Oaktree Clients - Please join us for Shred Day on June 1st anytime between 11am-2pm!
November 20, 2024
6:30p - 7:30p
Charles Chrin Community Center
Taxes & Retirement Informational Workshop
Realize the Potential Impact Taxes have on your Retirement Income in this Complimentary Informational Workshop.
November 12, 2024
6:30p - 7:30p
Charles Chrin Community Center
Taxes & Retirement Informational Workshop
Realize the Potential Impact Taxes have on your Retirement Income in this Complimentary Informational Workshop.
June 25, 2024
6:30p - 7:30p
Hanover Township Community Center
Social Security & Medicare Informational Workshop
Learn the keys to optimizing your Social Security & Medicare benefits in this complimentary Informational Workshop.
June 20, 2024
6:30p - 7:30p
Hanover Township Community Center
Social Security & Medicare Informational Workshop
Learn the keys to optimizing your Social Security & Medicare benefits in this complimentary Informational Workshop.