Events

The answer is likely “both!” Join Laurie Kramer, CFP® and Alan Menase, CFP® for an interactive presentation to learn about the shift from saving to spending, key risks, Social Security, Medicare, and what a strong financial plan truly entails.

As an important chapter in life, retirement is supposed to be exciting not worrisome. Join us for a discussion that addresses this shift, potential risks, and time-tested strategies for success.

Laura Nash, CFP® , Relationship Manager » Glen J. Buco, CFP®, Director of Consulting Services » Presenters: West Financial Services’ Laura Nash, CFP®

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.

Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning.

Join West Financial Services and David J. Melton, Public Affairs Specialist, Social Security Administration to discuss Social Security Retirement and Family Benefits, SSA Online Services and Medicare.

Join us for an opportunity to hear Bradford Pineault, CFA, Vice President of Capital Market Strategy at Fidelity Investments, and Glenn Robinson, CFA, former Chief Investment Officer of West Financial Services, Inc