WE'RE HOPING TO REINSTITUTE THIS UNIQUE LEARNING OPPORTUNITY: The health and safety of our clients is a priority, so if it is safe to do so, we will invite our clients and their referrals to join us at the Apple Store to learn, create and be inspired by this hands-on, educational experience, centered around features for iPhone and iPad. Clients who attended this last year indicated it was a very helpful and worthwhile.
August 12, 2020
8:30a - 10:00a
The health and safety of our clients is a priority, so if it is safe to do so, we'll resume our monthly office happy hour events. We'd be delighted to invite you to stop by our office for some lip smacking vittles and our usual assortment of cool and tasty adult libations. As always, clients would be encouraged to bring friends, family and workmates who might have need of our services by way of investing and retirement planning.
September 2, 2020
4:30p - 6:00p
WE'RE HOPING TO REINSTITUTE THIS HELPFUL WORKSHOP: The health and safety of our clients is a priority, so if it is safe to do so, we'll resume our one-hour workshop held at our office to educate those turning 65 about Medicare options. Cyndi Griner from Senior Advocate Services will be here to answer these questions: - What is Medicare and how does it work? - Who is eligible? - What is the enrollment process and timeline? - What are the different plans? - What if I am 65 and still working? - How does Medicare effect my Social Security? Clients are welcome to bring family, friends and workmates who are also in need of this information.
Cyndi does not offer securities or advisory services and neither Cyndi nor Senior Advocate Services are affiliated with Kestra IS or Kestra AS.
September 8, 2020
4:00p - 5:00p