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

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.

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.

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.

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.

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.

Past Events

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.

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.

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.

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

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

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.

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.

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