EVents

We host regular educational workshops throughout the Pittsburgh area, with a special focus on Retirement Planning and Medicare. These no-pressure sessions are designed to help you understand complex topics like Social Security claiming strategies, Medicare enrollment, coverage options, how to choose the right plan based on your needs and many other financial planning issues.

Each event provides a high-level overview in plain language, helping you make more informed financial and healthcare decisions. Our goal is to make the complex understandable for our attendees.