Broker Check



We understand these strategies can be complicated to understand as benefit rules have changed.   Join us for an educational social security workshop by advisor, Antonio Lugo, whose has advanced training and certification with the National Social Security Association.


November 28, 2017

10:00a - 11:00a

Elmhurst Hospital

Learn About Medicare Changes for 2018

Educational workshop on updates and changes effecting Medicate Plan beneficiaries in 2018 as part of Open Enrollment Time Period.


December 7, 2017

12:00p - 12:30p

LIVE Webex Meeting

TOP 5 Estate Planning Mistakes

Join us for a LIVE Webinar with estate planning attorney Jennifer Eseed as she will lead us in an informal discussion on the TOP 5 mistakes that she often discovers when addressing the estate planning issues and concerns that most families have.

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