Events

Join us on Saturday, April 26 for our annual Spring Shred Day at our 9th Street location from 7:00 a.m. - 9:00 am.

3 boxes will be accepted. No electronics will be accepted at this event. Bring old tax documents and other fly away paper’s you have been holding on to and let us do the rest! You can sit back, relax, and watch your files be securely shredded.

Join our colleagues for a free webinar Wednesday, April 30 to understand how to reduce the taxes on your income without reducing your standard of living. Plus, you will learn the three most common pitfalls that retirees face.

Join us for a free webinar Wednesday, May 28, discussing the basics of social security! During this one-hour workshop, you will get vital information regarding Social Security, filing strategies, taxation of benefits, and more. Plus, as the workshop concludes, you may receive a free personalized report.

If the "alphabet soup" associated with Medicare has you confused, you're not alone. Listen along on Wednesday, June 25, as Tony Stumpo, MBA educates members on the ins and outs of Medicare. You will learn how to simplify the various parts of Medicare (A, B, C, and D), break down what is covered (and just as important - what isn't!), discuss enrollment periods you'll want to be aware of, distinguish between Medicare Advantage and Medicare Supplements, define the costs, and learn how to avoid higher Medicare premiums. Plus, you will learn how to get a free consultation to pick the best plan for you.