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Events

We have scheduled workshops that cover subjects you may want to learn more about, including Social Security, Medicare and IRAs.

Our Educational Workshops are available via Zoom for easy access. Feel free to share this information with your friends and family members.

Upcoming Events

August 10, 2021

10:00a - 11:00a

Elliott & Associates Wealth Advisors via Zoom

Savvy Social Security Planning for Women - via Zoom 8/10 10 AM

This Virtual workshop is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.

August 11, 2021

7:00p - 8:00p

Elliott & Associates Wealth Advisors Via Zoom

Savvy Social Security Planning for Women - via Zoom 8/11 7 PM

This virtual workshop is for women and for men who have women in their lives (wives, sisters, mothers). It covers essential information all women need to have about financial security in retirement.

September 7, 2021

10:00a - 11:00a

Zoom

Savvy Rollover Planning Workshop-via Zoom 9/7 10 am

Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

September 8, 2021

7:00p - 8:00p

Zoom

Savvy Rollover Planning Workshop-via Zoom 9/8 7 PM

Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

October 5, 2021

10:00a - 11:00a

Elliott & Associates Wealth Advisors Via Zoom

Savvy Medicare Planning via Zoom 10/5 10 AM

This workshop is for all people approaching age 65. "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" Will help you understand Medicare and your overall medical expenses you can anticipate in your retirement years.

October 6, 2021

7:00p - 8:00p

Elliott & Associates Wealth Advisors Via Zoom

Savvy Medicare Planning via Zoom 10/6 7 PM

This workshop is for all people approaching age 65. "Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" Will help you understand Medicare and your overall medical expenses you can anticipate in your retirement years.

Past Events

July 14, 2021

7:00p - 8:00p

Zoom

Savvy IRA Planning for Baby Boomers via Zoom 7/14 7 PM

COMMON QUESTIONS BABY BOOMERS HAVE ABOUT THEIR IRAS INCLUDE: ▸ Can I still contribute, and if so, how much? ▸ What type of IRA is right for me? ▸ When do I need to take withdrawals, and how much do I have to take? ▸ How are my IRA withdrawals taxed? ▸ What happens when I die? ▸ How do the new tax laws impact me? ▸ How can I minimize taxes?

July 13, 2021

10:00a - 11:00a

Elliott & Associates Wealth Advisors Via Zoom

Savvy IRA Planning for Baby Boomers via Zoom-7/13 10 AM

COMMON QUESTIONS BABY BOOMERS HAVE ABOUT THEIR IRAS INCLUDE: ▸ Can I still contribute, and if so, how much? ▸ What type of IRA is right for me? ▸ When do I need to take withdrawals, and how much do I have to take? ▸ How are my IRA withdrawals taxed? ▸ What happens when I die? ▸ How do the new tax laws impact me? ▸ How can I minimize taxes?

June 23, 2021

7:00p - 8:00p

Elliott & Associates Wealth Advisors Via Zoom

Savvy Social Security Planning: What Boomers Need to Know - Via ZOOM

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Event Registration