Town Hall: Tax Updates From Tracey Peters, CPA
Tracey Peters, CPA. will discuss the recent tax law changes and issues arising from the recently concluded tax season.
Town Hall: Being Cyber Secure During COVID-19
Patrick Wynn with Atlantic Data Forensics will be out guest and he will be presenting Being Cyber Secure During COVID-19. Computer hacking has greatly increased during the pandemic and Patrick will explain how to stay safe.
Town Hall: Tips For Health In Retirement From Michelle Fritsch
Dr. Michelle Fritsch will speak to us on health in retirement. A frequent speaker, author, and contributor to national initiatives, she uses her experience to help clients identify goals for healthy living, find the supporting resources, navigate the healthcare system, and map a plan to navigate common pitfalls in retirement. Curt Gross will be available during the question and answer session for your investment related questions.
Town Hall: Health Insurance Updates From Kim Natovitz
Kim Natovitz of Tri-Bridge Partners will give us an update on the insurance industry response to the COVID-19 pandemic and the impact on your life, disability and long-term care insurance policies. She will also be answering your questions. Curt Gross will be available during the question and answer session for your investment related questions.
