Upcoming Events
Medicare Mistakes
Register by Friday, May 10, 2024. Does the thought of signing up for Medicare make you nervous? Are you overwhelmed by the amount of information out there? If you answered “yes” to either of these questions, then join us to learn more about the ins and outs of Medicare. Let us help you avoid the five biggest mistakes that people make when signing up for Medicare.
Register by Friday, May 10, 2024
Video Archives
Understanding Social Security Decisions: Optimizing Your Benefits
West Financial Services’ relationship manager, Laura Nash, CFP® shared information about where Social Security stands today, how to maximize your benefits, changes to the program for 2024, and how your decisions can impact your benefits.
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The Retirement Puzzle: How to Fit All the Pieces Together.
Retirement can be the best years of your life, if you take the proper steps now. Evaluate your retirement plans with Brian J. Horan, CPWAⓇ. Brian takes us through the key planning strategies up to and into retirement. This is a recording of a live webinar on September 26, 2023.
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Your Estate Plan - Where to Start
Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning. Learn about the critical estate planning documents you will want to have in place to protect you, your assets, your family, avoid probate, and reduce taxes.
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Under the Hood Part II: Making the Case for Mutual Funds and ETFs
West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process.
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Financial Planning 101
West Financial Services presents our "Financial Planning 101" webinar, focusing on financial planning basics. It is suitable for our younger clients, or children/grandchildren of older clients and discusses why financial planning matters.
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