Upcoming Events
The Basics of Medicare
Wednesday, June 21st 2023, at 11am
With Medicare Advisor Joy Poupko
Learn the fundamentals of Medicare &
how new changes will affect you!
The seminar will explain Medicare coverage,
costs, enrollment, and options, such as Medicare Part A-D
Register Here
Estate & Insurance Planning For Young Families
Tuesday, July 11th 2023, at 7pm
with Marci Goldfarb (Esq., Senior Counsel at
Schwartz Ettenger, PLLC) & Nicole Berkey
(Financial Advisor at Northwestern Mutual)
Learn what happens to your minor children and
assets if you do not have a will, and how
proper estate planning and life insurance can
address the needs of young families.
Register Here
Estate & Insurance Planning for Seniors
Tuesday, July 25th 2023, at 11am
with Marci Goldfarb (Esq., Senior Counsel at
Schwartz Ettenger, PLLC) & Nicole Berkey
(Financial Advisor at Northwestern Mutual)
Estate planning needs change as we age.
This seminar will explain the importance of having
proper documents such as a Last Will and Testament,
Power of Attorney, Health Care Proxy and Living Will.
Also, learn about long term care planning.
Register Here
These seminars will be held via Zoom. Once you sign up for the event you will receive the Zoom information shortly before the seminar.