Tax Resources 2020

Do you need tax forms? Since the IRS no longer supplies paper tax forms, ask a staff member and we will print them out for you at $0.10 per page. Popular Tax Forms All federal tax forms 1040 Individual Income Tax Return 1040-SR Income Tax Return for Seniors 1040 & Read More

Creating Guaranteed Income During Retirement

With employer sponsored pensions on the decline and the uncertainty of Social Security – the need for financial security, including things like guaranteed retirement income, is more important than ever.  So, what if you could find that security, even in today’s turbulent economic environment? Join representatives from New York Life Read More

Creating Guaranteed Income During Retirement

With employer sponsored pensions on the decline and the uncertainty of Social Security – the need for financial security, including things like guaranteed retirement income, is more important than ever.  So, what if you could find that security, even in today’s turbulent economic environment? Join representatives from New York Life Read More

Building The Blueprint For Financial Success

Research shows that more Americans are focused on getting their finances in order, but they need guidance. Tonight at 6:00 PM, Financial Services Professionals will be providing valuable information, tips, and tools to help attendees achieve financial security. Topics in the discussion will include managing debt, building savings efficiently, and Read More

Hefren-Tillotson Retirement Seminar

Stepping away from full-time work, whether unexpectedly or carefully calculated, creates a series of significant financial decisions.  This Hefren-Tilllotson seminar tonight at 6:00 PM is designed to give prospective clients a sneak peek on how they can help guide you through the complicated retirement transition. Consider attending this one-hour seminar Read More

Hefren-Tillotson Retirement Seminar

Stepping away from full-time work, whether unexpectedly or carefully calculated, creates a series of significant financial decisions.  This Hefren-Tilllotson seminar on August 13 at 6:00 PM is designed to give prospective clients a sneak peek on how they can help guide you through the complicated retirement transition. Consider attending this Read More

Solar Energy: How It Works

solar energy

Solar power is a hot topic (literally!) that you should know about. Join Ron DeLuis on June 18 at 6:00 PM and learn abut the advantages of solar energy and the programs available for helping people go solar. Discover why solar is an important alternative for the environment as well Read More

Bitcoin Basics

What is Bitcoin?

Bitcoin is something that a lot of people have heard of but few understand.  Bitcoin, however, is changing the world and the culture of online transactions & money making.  Join Peter Nossal on June 11 at 6:30 PM as he gives a primer on this cryptocurrency and teaches you the Read More

Financial Wellness: A Primer with Julia Kramer

Financial wellness isn’t about the balance in your bank account or learning how to make a budget – it’s about exploring your relationship to money and becoming comfortable using the resources you have to reach your goals. Join Julia Kramer of Iaso Consulting, LLC and Laura Crooks of You Bloom Wellness, LLCon March 19 Read More

Home Seller’s Seminar

Thinking about selling your home?  Wondering the most effective ways to market your house and make the money you want and need?  We’ve got the program for you!  Join experts from the local Howard Hanna for the Home Seller’s Seminar on May 30 at 6 PM and learn everything you Read More