We would like to congratulate Ryan Hozeska on passing his Series 7 exam! Congrats, Ryan!
Have you had these thoughts when considering life insurance? Let us help you address these concerns. Give us a call today! #LIAM2020 #LIAM #lifeinsurance
If your Social Security options have you confused, this webinar is for you! There's a lot to consider before you take Social Security benefits, join us tonight at 5:30 pm for a free webinar to help you understand your option. Register ahead to receive your unique link to join: https://attendee.gotowebinar.com/register/1213934913238889742
#socialsecurity
WED, SEP 23
Understanding Your Social Security Benefits Webinar
Has recent uncertainty made you think more about life insurance? Give us a call to discuss your needs and options with a professional.
#LIAM #LIAM2020 #lifeinsurance
Searching for security in times of uncertainty? Think life insurance. We can help you do it from the comfort of your home.
LIFEHAPPENSPRO.ORG
Check it off your list.
Wondering if you should get out of the market? Or what strategies you could be employing now to improve your chances of success in the future? Join us this Wednesday for a complimentary webinar with President & CEO Nick J. Valenti, CLU, ChFC, CFP®! Register to receive your unique link to join at https://attendee.gotowebinar.com/register/5324953912053674764
We are delighted to announce that John Luttmann will be joining our firm full-time following graduation in 2021! John was a summer intern at our firm and has chosen to continue on the path to becoming a financial advisor. Welcome, John!
Our next Financial & Retirement Success Strategies workshop is THIS Wednesday, 10/14! We'll be answering some of the most frequent questions we have been receiving and teaching four key strategies to implement now to help you pursue your future goals. Register today to reserve your spot: https://attendee.gotowebinar.com/register/8913327757044837388
CNBC reports that many women are considering career changes amid the pandemic. More @ https://cnb.cx/2Sa28qB
CNBC.COM
1 in 4 women are considering downshifting their careers or leaving the workforce due to the coronavirus
The Conversation looks at how retiring early might affect your mind. More @ https://bit.ly/2RTuHZd
THECONVERSATION.COM
Retiring early can be bad for the brain
CNBC looks at revisiting retirement strategy in your fifties. More @ https://cnb.cx/3kP0PJZ
CNBC.COM
If you're saving for retirement and are in your 50s, it may be time to reassess your plan
What's on your fall bucket list?
#lifeinsuranceawarenessmonth #LIAM #LIAM2020
WED, NOV 18 AT 6:00 PM EST
Beyond Insurance
Our next Financial & Retirement Success Strategies introductory webinar is November 17th! We will be addressing some of the most pressing questions we have been hearing from clients during these volatile times as well as sharing key strategies to help you prepare for future success. Register today to receive your unique link to join! https://attendee.gotowebinar.com/register/4634142850949950476
TUE, NOV 17 AT 6:30 PM EST
Financial & Retirement Success Strategies Webinar
TUE, NOV 17 AT 6:30 PM EST
Financial & Retirement Success Strategies Webinar
Americans are starting new businesses during the pandemic, as applications are up 40% from last year. CNN Business has the latest @ https://cnn.it/2SNkZbc
CNN.COM
Americans are racing to create new businesses during the pandemic
In 2021, Social Security beneficiaries will see a cost-of-living increase of 1.3%. CNBC has the story @ https://cnb.cx/2GMpNeJ
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Are you getting the most out of your Social Security benefits? Claiming Social Security at the optimal age can make a huge difference. Yahoo Finance has the story @ https://bit.ly/34StebA
MONEY.YAHOO.COM
Why a ‘vast majority’ of Americans are not getting the most out of Social Security
However you celebrate Thanksgiving today, we hope it serves as a time to reflect on life's blessings. Happy Thanksgiving from our MFC family to yours!
Which type of retiree are you? Identifying your own retirement “style” will help you make a smooth transition. MarketWatch has the story @ https://on.mktw.net/3pHKWIz
MARKETWATCH.COM
There are six types of retirees — which are you?
WED, DEC 9 AT 6:00 PM EST
Beyond Insurance
Ever wonder what “comprehensive” financial services entails? Or how a financial plan could help you? Join us this evening for our Beyond Insurance webinar at 6 pm! Register to attend at: https://register.gotowebinar.com/register/187033935242606862
WED, NOV 18
Beyond Insurance
Tonight is our final Financial & Retirement Success Strategies workshop of the year! Make sure you register to receive your unique link to join. See you at 6:30! https://attendee.gotowebinar.com/register/4634142850949950476
TUE, NOV 17
Financial & Retirement Success Strategies Webinar
We would like to welcome Joshua Hartman, who has joined our firm as a Financial Planner! Josh provides comprehensive financial planning to his clients through our unique Platinum Advisory Process. He is currently accepting new clients so if you have any questions, please feel free to reach out to him!
#financialplanning #financialadvisor
Don't forget to register for tonight's "Understanding Your Social Security Benefits" webinar at 6 pm EST! You'll walk away with a better understanding of the various claiming options available to you and feel better prepared to choose a strategy that's right for you. Register at: https://attendee.gotowebinar.com/register/3802892273834100239
WED, FEB 10
Understanding Your Social Security Benefits Webinar
NewsNationNow reports that the U.S. will send some COVID-19 vaccines directly to pharmacies. More @ http://bit.ly/2YCUAjg
NEWSNATIONNOW.COM
Biden administration to begin shipping vaccines directly to pharmacies next week
NPR answers the question: What Exactly is Short Selling? More @ http://n.pr/2YFSChY
NPR.ORG
So What Is Short Selling? An Explainer
Join us next Wednesday, 2/10 for a webinar on one of our most popular topics: "Understanding Your Social Security Benefits" at 6:00 pm EST. There is a lot to consider when it comes to your claiming strategy. At this educational webinar you'll gain insight on your options and how to determine which strategy may be right for you. Register today at: https://attendee.gotowebinar.com/register/3802892273834100239
WED, FEB 10
Understanding Your Social Security Benefits Webinar
Join us next week on 2/3 at 6:30 pm for our next Financial & Retirement Success Strategies workshop! We'll be sharing key strategies you can implement today to help your pursue your financial goals. There is not cost to attend and all are welcome! Register today at https://attendee.gotowebinar.com/register/331270071041283342
WED, FEB 3
Financial & Retirement Success Strategies Webinar
Our "Tax Update & Planning for 2021" webinar is TONIGHT! Don't forget to register ahead of time to receive your unique link to join via email: https://attendee.gotowebinar.com/register/3911669158190910991
WED, JAN 27
Tax Update & Planning for 2021
