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
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
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.