Events

West Financial Services’ relationship manager, Laura Nash, CFP® explains the ins and outs of Medicare and how to avoid the five biggest mistakes that people make when signing up for Medicare. Glen Buco, CFP® provides valuable insight based on his real-life experience.

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.

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.

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.

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.