Broker Check

Events


We have scheduled workshops that cover subjects you may want to learn more about, including Social Security, Medicare, and IRAs.  If you see a topic that you feel a friend or family member may be interested in, they are welcome to attend at no cost. Our educational workshops are available via Zoom for easy and remote access.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 28, 2023

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3D8g3EP

Managing Health Care Expenses in Retirement 11/28 (7 PM Eastern Time)

If you are concerned about health care expenses in retirement, now is the time to start planning. Starting with an overview of Medicare and ending with a discussion of long-term care, this workshop will open your eyes to the way health care works in retirement and what decisions you need to make now to prepare. This workshop is geared to everyone over 60, even if you are already on Medicare.

October 24, 2023

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3JTv9lq

IRA Options for Retirees 10/24 (7 PM Eastern Time)

Let's face it: Your retirement plan assets likely represent years, and possibly a lifetime's worth of savings. Now is the time to protect and preserve those hard-earned assets, and that starts with making the right rollover decision.

September 19, 2023

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3OaurTu

Savvy Social Security Planning for Boomers via Zoom 9/19 (7 PM Eastern Time)

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

August 30, 2023

12:00p - 1:00p

Elliott & Associates Wealth Advisors via Zoom link

Q&A on Maui Wildfires 08/30 (12 PM Eastern Time)

There’s no shortage of news regarding the wildfires in Maui. The damage has been devastating. I’ve reached out to someone who lives on the island, and she’s agreed to host a Q&A for any questions you may have regarding aid.

August 22, 2023

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/44GlyXi

Savvy IRA Planning for Boomers Via Zoom 8/22 (7 PM Eastern Time)

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.

August 1, 2023

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3PPv0Dq

Savvy Cybersecurity Planning for Boomers via Zoom 8/01 (7 PM Eastern Time)

Protecting yourself on the internet appears far more complicated than it needs to be. Learning to safeguard your digital life can have a tremendous impact This informative seminar covers the basics of Cybersecurity Planning, revealing easy ways to protect yourself from hackers online.

November 8, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3NAPA6r

Transitioning to Medicare 11/8 (7 PM Eastern Time)

You will want to make a smooth transition from your employer insurance to Medicare. This means avoiding late enrollment penalties, avoiding coverage gaps when you go from one insurance to another, and making sure you have adequate coverage. Medicare doesn’t cover everything, so you’ll want to find the right kind of insurance to fill the gaps and cover your prescription drugs.

October 4, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3NAVhBo

Managing Health Care Expenses in Retirement 10/4 (7 PM Eastern Time)

If you are concerned about health care expenses in retirement, now is the time to start planning. Starting with an overview of Medicare and ending with a discussion of long-term care, this workshop will open your eyes to the way health care works in retirement and what decisions you need to make now to prepare. This workshop is geared to everyone over 60, even if you are already on Medicare.

September 13, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3xb7Mg6

IRA Options for Retirees 9/13 (7 PM Eastern Time)

Let's face it: Your retirement plan assets likely represent years, and possibly a lifetime's worth of savings. Now is the time to protect and preserve those hard-earned assets, and that starts with making the right rollover decision.

August 23, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3O0CBL7

Savvy Social Security Planning for Boomers via Zoom 8/23 (7 PM Eastern Time)

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

July 12, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors via Zoom link at https://bit.ly/3aBkYDo

Savvy IRA Planning for Boomers Via Zoom 7/12 (7 PM Eastern Time)

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.

June 28, 2022

7:00p - 8:00p

Elliott & Associates Wealth Advisors Via Zoom link at https://bit.ly/3MswXAh

Transitioning to Medicare via Zoom 6/28 (7 PM Eastern Time)

Plan now for higher health care costs in retirement during those later years. We know that health care expenses are only projected to increase in future costs. When you're planning for retirement and figuring out how much savings you'll need to make your money last, be sure to factor in an extra amount for health care expenses - expected or unplanned.

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