10/01/2026
A full house for our latest Social Security & Medicare seminar!
Thank you Graham Kimmerer and Laura Pollard for leading such a valuable session on income and health care planning in retirement. We are so fortunate to have subject matter experts we can leverage when helping our clients prepare for retirement.
A big thank you to everyone who attended and contributed to a great discussion! We look forward to continuing to offer educational opportunities that help people feel more informed and confident when making important financial decisions.