To address retirement questions and learn more about what you should be considering, Kyle McCune, CFP® will host an informative workshop on Retirement Planning.

If you are interested in learning more about investing to ease your concerns, join Margaret Gooley, CFP® and Shane Fagan, CIMA®, AAMS® as they provide an overview of the history of investing and put 2025 into perspective.

In today’s fast-paced digital landscape, safeguarding sensitive information is more critical than ever. Join us for a unique event that combines environmental responsibility with digital security!

With the landscape of college admissions and financial aid constantly shifting, it's crucial for parents and students to stay informed and adapt their strategies. This insightful workshop will provide the latest trends and changes in college admissions.

Are you serious about creating a lifestyle that will take your health to the next level? Embrace a natural approach to healthy living and maximize your potential through a whole food lifestyle, optimizing nutrients, and finding the right balance for your individual needs.

In a world where we are all constantly flooded with information, investing can become overwhelming. It doesn’t have to be that way. If you are interested in learning more about investing to ease your concerns, join us for this annual workshop.

Are you a young adult ready to take control of your financial future? Join us for an empowering workshop designed to equip you with the knowledge and tools to establish a solid credit score, manage and pay off debt, like student loans, and develop smart cashflow habits.

This workshop is perfect for anyone looking to gain a clearer understanding of insurance products and how they fit into their overall financial strategy. Whether you’re new to insurance or seeking to update your coverage, this session will provide valuable insights.

Medicare regulations are ever-changing, and picking the right plan for your situation can be confusing.

Investing can be intimidating for those without experience. It can be just as much art as it is science, so it is easy to become overwhelmed with investment options.

Investing in the stock market requires a balance of patience, knowledge, and strategic planning. To help with that view, Juli Erhart-Graves, CFP® and Margaret Gooley, CFP®, CDFA®, will provide an updated overview of the history of investing, putting 2023 into perspective. We will then look forward into expectations for 2024 and beyond.

Will you be someone’s hero today?

The 5-10 years before you retire are critical for planning to meet your retirement goals. There are a lot of moving parts to this life change. We know that retirement isn’t just about finances so we are pleased to host Dr. Ellen W. Miller who will speak about the biopsychosocial aspects of transitioning into retirement.

Tax law is continuously evolving. Staying updated with the changes will help you better understand your tax situation.

Are you just getting started with investing? Learn more about the various types of investment accounts available to you and the pros and cons of each type of investment account as well as potential tax consequences.

When someone is showing signs of dementia, it’s time to talk. This program is designed to help you talk with your entire family, including the person with signs of dementia, about some challenging and often uncomfortable topics related to Alzheimer’s and dementia.

As we all know, the last year has been a difficult one for both stocks and bonds, rising interest rates and inflation. As if that weren’t enough, talk of a recession is a constant media topic. This workshop will put today’s economic and investment environment into perspective by reviewing the history of investing relative to where we are today.

As you near retirement, deciding when and how to claim Social Security benefits is one of the most important decisions you will make.

To celebrate the completion of our office renovation and kick off the holiday season, join us for an open house.

Life’s changes come in all shapes and sizes. The Smitson Erhart-Graves Tax Advisors team will discuss the tax implications of life’s many changes, including common questions relating to taxable income and itemized deductions.

Getting started with a budget can feel overwhelming, but it’s a great first step toward financial fitness.

Join us for a fun and interactive workshop with Cathy Stein and Jen Coghlan of Seamless Spaces and learn how to manage and keep up with paperwork, simplify your day, and organize your household. They will share what products and systems will make your life easier and even add a pop of style to your home. Attendees will walk away with hands-on practices to implement at home right away!

For 2022, we are facing potential changes to tax laws and continued inflation uncertainty, which makes us all wonder what is in store.

Long term care expenses are one of the biggest unknowns in retirement. Statistics tell us that the majority of those over age 65 will need some type of LTC services.

Worley Erhart-Graves Financial Advisors is sponsoring a community blood drive and we would like to invite YOU! January is National Blood Donor Month. Your support helps local families. Join us for this life-changing event.

You’re in the homestretch! The 5 to 10 years before you retire is a critical time for planning to meet your goal. We know there are a lot of details to keep track of when managing your retirement plan so let us help you.

It’s easy to put off making unpleasant decisions about our future, but taking the time now can ensure that you are the one making decisions for your family.

How money-wise are your kids? This session will offer tips on how to talk about money with your kids. This one-hour presentation is geared towards elementary through high school age children.

Join us at our annual Market Briefing where we’ll put 2020 into historical perspective and set expectations for the year to come.

This quarter’s workshop will focus on increasing knowledge of personal finance concepts and help attendees learn about practical application the 20- and 30-Somethings can use to achieve their long-term goals.