Events

Register by Friday, May 10, 2024. Does the thought of signing up for Medicare make you nervous? Are you overwhelmed by the amount of information out there? If you answered “yes” to either of these questions, then join us to learn more about the ins and outs of Medicare. Let us help you avoid the five biggest mistakes that people make when signing up for Medicare.

West Financial Services’ relationship manager, Laura Nash, CFP® shared information about where Social Security stands today, how to maximize your benefits, changes to the program for 2024, and how your decisions can impact your benefits.

Retirement can be the best years of your life, if you take the proper steps now. Evaluate your retirement plans with Brian J. Horan, CPWAⓇ. Brian takes us through the key planning strategies up to and into retirement. This is a recording of a live webinar on September 26, 2023.

Join Charles Schwab’s Washington Insider, Michael Townsend, for an entertaining and informative discussion on how policy and political developments in Washington are impacting the markets. Mike will discuss the latest developments on economic legislation, taxes and retirement savings, as well as the top regulatory proposals that could affect individual investors. He will also preview November’s midterm elections, focusing on what the outcome could mean for the markets and key policy issues.

Join West Financial Services and John J. Melton, Public Affairs Specialist, Social Security Administration to discuss Social Security Retirement and Family Benefits, SSA Online Services and Medicare.