August 25, 2020
Topic: The Social Security Decision
Presenter: Kara Endres, Baird Financial Planning
September 8, 2020 Topic: Implementing the Preferred Option – Creating Financial Order Presenter: Joanie Evans, CFP, CHFC, CASL
September 15, 2020 Topic: Making Your Move (Decluttering, Moving, Selling Your Home) Presenters: Stacy Carter and Kathryn Oliver CRTS, Moving Matters
July 28, 2020 Topic: Estate Planning- *Wills * Trusts * Durable Power of Attorney *Health Care Directives Presenter: Stephanie McGehee – Shacklette, Berry &...