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Events

Vision 2020 is our initiative to help all of our clients get their financial house in order by 2020. 

We will have events this year that cover the top subjects you want to learn more about, including Estate Planning, Markets, Aging an how Technology can influence Aging and Social Security.

We hope to be adding additional subjects for events from client input. Please let us know what you want to learn more about.

September 21, 2019

10:00a - 11:00a

Elliott & Associates Wealth Advisors office

How Technology Will Change How We Age

The Internet of Things, self-driving cars, advances in smart phone technology and other tech will change how we age. Let's explore the possibilities.

October 12, 2019

10:00a - 11:00a

Elliott & Associates Wealth Advisors office

Savvy Social Security Planning

When should you claim your Social Security benefit? It depends; but we can share some factors to help you make the right decision for you and your spouse. Join us to learn the latest in claiming strategies for you benefits.

October 15, 2019

7:00p - 8:00p

Hopstix Restaurant

Savvy Social Security Planning

When should you claim your Social Security benefit? It depends; but we can share some factors to help you make the right decision for you and your spouse. Join us to learn the latest in claiming strategies for you benefits.

Event Registration

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