2015 Events

You’re Invited to Our Upcoming Events

All Events are Complimentary, Special Gifts to those who bring friends. Desserts and refreshments will be served.  Space is limited, first come first served (aprrox 10-15 spaces per event) and that those who “Bring A Friend” will be placed in a drawling to receive a $50 gift card!

June, 25th 2015 – Get Tax Fit

“Get Tax Fit” (see enclosed fiscal fitness fact sheet). Owner, Julie Brufke Wenger will discuss current taxation and how to reduce your 2015 tax bill, starting NOW!

July, TBD – Estate Planning 

Do you have a will? Are you worried about your creditors? Should you gift or form trusts? Are your children responsible with money? Do you have a guardian named for your children? Are you worried about spend down or long term care? We will be joined by an Estate Attorney for this special seminar dedicated to helping you understand how to protect your assets so that your family can benefit from the best possible planning.

August, TBD – Family Night for Young Adults

Learn what it takes to save for the future and see how an early start can lead to millions!

September, TBD – Social Security Planning

This is a must for anyone over 55 and not yet receiving social security benefits. Younger clients should encourage their parents to attend. Special guest Jim Fahey will help you explore the many ways to maximize your retirement paycheck.

December, TBD – Economic Update 

With 2015 coming to a close, join owner, Julie Brufke Wenger and special guests as they discuss the market watch for 2016, identifying opportunities and trends.