Retirement & Financal Education Series

Schedule of Events

Upcoming presentation (date change)

Past Presentations

Estate Planning presented by Danny Toal of Lovitt & Touche,  September 13, 2016

Roth 403(b)/Tax-Free Options presented byDamond Peterson -Fidelity Investments August 18, 2016

Medicare- Navigating the alphabet soup presented by Brown & Bishop July 21, 2016

Inside Money: Managing Income & Debt presented by Mark Largent-TIAA June 16, 2016

Women & Investing presented by May 19, 2016 presented by Fidelity.

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So, You're Thinking About Retirement presented by Danny Toal of Lovitt & Touche April 21, 2016


Retirement & Social Security presented by Danny Toal of Lovitt & Touche-March 24, 2016
Social Security:  What is it?  How do you qualify? How much will you get?  What's changing?