2019 Deep Dive into QDROs and Retirement Plans
Oct
11
9:00 AM09:00

2019 Deep Dive into QDROs and Retirement Plans

Summer may be over, but it’s not too late for a deep dive into the most important QDRO and Retirement Plan Issues every divorce attorney needs to know today. 

This all day workshop that includes breakfast and lunch is geared to any attorney that want to expand their knowledge in this complex area.

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Navigating Health Care in Retirement Including 2020 Medicare & Individual Plan Updates
Oct
21
6:00 PM18:00

Navigating Health Care in Retirement Including 2020 Medicare & Individual Plan Updates

Our live event will cover the ins and outs of retiree healthcare options and how to make sure you're on the right track for the plan best fit for you. There are two noteworthy parts to the retirement financial planning process. First, finding suitable healthcare prior to Medicare eligibility. Second, making the transition over to Medicare from an individual or group insurance plan, once eligible. Numerous factors play in to each of the choices you're presented with. Join us as we host Cynthia Brown of Powers Financial Benefits, LLC, an independent agent, to walk you through each of the options and enrollment processes.

Raymond James is not affiliated with and does not endorse the opinions or services of Cynthia Brown, Powers Financial Benefits, LLC or Cetera Advisors, LLC

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2020 Medicare Open Enrollment: Understanding Medicare Coverage and Options
Oct
23
1:00 PM13:00

2020 Medicare Open Enrollment: Understanding Medicare Coverage and Options

A significant part of the retirement planning process includes making the transition from an individual or group health insurance plan to Medicare. The choices are numerous and are driven by many factors – from your personal health, your choice of doctors, financial considerations and even your zip code. Join us for an upcoming webinar with Joel Nogueira of Health Plan One, a Raymond James partner and Medicare consultant, to learn the basics of how Medicare coverage works and what you need to consider before selecting coverage.

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Financial Planning and Investing Issues for Widows and Widowers
Oct
31
10:00 AM10:00

Financial Planning and Investing Issues for Widows and Widowers

The death of your life partner is one of the biggest transitions you will ever face. At the same time, you are forced to make some of your biggest and most crucial financial decisions…alone. This course will help guide you through what becomes different and most important, and how to take the steps necessary to get you on a path of developing a financial plan and investment process based on your own new normal.

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How to Pick the Right Charity for You
Nov
14
5:30 PM17:30

How to Pick the Right Charity for You

Are you gifting to charities during the holiday season and want to learn how to vet the non-profits you’re considering? 

Join this event to learn how to evaluate non-profits and gain tips to give confidently. Then comes the fun! After you’ve learned everything you can, two non-profits will pitch themselves and you’ll choose where The Center sends a charitable donation.

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