Attend One Of Our Events

Retirement, Income, Tax & Estate Planning.

To Roth, Or Not To Roth?

Thursday, February 27th, 2020 at 11:30 a.m.
Franklin Retirement Solutions Learning Center


Peter Wechsler, Your Retirement Quarterback®, will spend an hour discussing the reasons why you should (and why you shouldn’t) consider converting an IRA to a Roth IRA. And he’ll talk conversion strategies and ways to avoid some of the big tax hits as well. 

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Planning Under The New SECURE Act

Thursday, March 12th, 2020 at 11:30 a.m. OR
Thursday, April 2nd, 2020 at 11:30 a.m.
Franklin Retirement Solutions Learning Center

Congress passed the SECURE Act in late 2019, and its impact reaches deep into many established estate plans. Join estate planning & elder planning attorney Jeremy A. Wechsler, Esq. to learn the things you must do to your estate plan in the wake of the SECURE Act.

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Medicare Made Easy

Tuesday, March 31st, 2020 at 11:30 a.m. 
Franklin Retirement Solutions Learning Center
Our favorite Medicare Supplement Specialist Howard Peck will lead the conversation on how to file, and what to think about when filing, for Medicare. If you are turning 65, older and still working, or younger and on disability, you will learn a lot of valuable information at this class. We hope you’ll join us.

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We would love to have you join us for one of our events, whether it’s a dinner workshop or an in-office lunch & learn. Simply fill out the form below to begin your RSVP, or call us at 833-FRS-RSVP (1-833-377-7787).

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