Conversation with an Expert
In this month’s Conversation with an Expert,
we’re joined by Brenda Brosnan, Sr. Mortgage Consultant and Branch Manager at CrossCountry Mortgage LLC, to share valuable insights on mortgages and building financial confidence.
Conversation with an Expert
If you're approaching age 65 or thinking about changing your Medicare coverage, this video is for you. We're breaking down everything you need to know about Medicare Open Enrollment and Initial Enrollment, what each period means, key deadlines, and how to make smart decisions for your health and budget. Whether you're enrolling for the first time or reviewing your options for the year ahead, understanding these timelines can help you avoid costly mistakes and ensure you have the right coverage when you need it most. Let's dive in and simplify the process step by step.
This presentation is for educational purposes only and does not include any plan-specific details or recommendations. For personalized plan comparisons, please consult with a licensed insurance agent or advisor. Medicare has neither reviewed nor endorsed this information.
Retirement Planning Workshop
Whether you are years away from retirement or it's just around the corner, you might have questions. This event is designed for you!
Where: Clarkston District Library
Retirement Planning Workshop
Whether you are years away from retirement or it's just around the corner, you might have questions. This event is designed for you!
Where: Clarkston District Library
https://www.cidlibrary.org/index.php/event-calendar#/events/bWDkAIvRsj/instances/aV7ABILqtZ/
Conversation with an Expert - Tanya Popov Inix
We have teamed up with exit strategist Tanya Popov to bring our business owner clients the best of both worlds: smart financial strategy and powerful succession planning.
Together we’ll help you:
Streamline your financial foundation
Elevate your succession plan three to five years before you are ready to exit your business
Create a growth strategy. Your business deserves both the numbers and the plan. Let’s build them together with a team of advisors in your corner.
Finances After 40
Whether you are years away from retirement or it's just around the corner, you might have questions. This event is designed for you!
Virtual Event Finances after 40
Thursday, September 19, 2024 · 4:30 – 5:15pm
Time zone: America/Detroit
Google Meet joining info
Video call link: https://meet.google.com/zor-brxd-svn
Or dial: (US) +1 502-617-0856 PIN: 965 813 100#
Mid Year Review and Check-in
Join us for a mid-year review and check-in to see what is happening at Ecos Wealth Advisors.
Virtual Event: Mid-Year Review and Check-in
Thursday, June 20 · 4:30 – 5:00 pm
Time zone: America/Detroit
Google Meet joining info:
Video call link: https://meet.google.com/fjx-aixi-bjk
Or dial: (US) +1 321-805-3636 PIN: 543 781 900#
More phone numbers: https://tel.meet/fjx-aixi-bjk?pin=5766317673293
Risk Number - How fast is your portfolio driving?
Good time to review the speed limit set by you on your investment portfolio and to double check if your portfolio is driving at the same speed.
Event: Risk Number - How fast is your portfolio driving?
Wednesday, April 17 · 12:00 – 1:00pm
Time zone: America/Detroit
Google Meet joining info
Video call link: https://meet.google.com/raz-mcgm-rsu
Or dial: (US) +1 470-210-1029 PIN: 389 783 673#
Tax Planning! Where do I find the documents I need?
When you are preparing for tax planning, it is crucial to have all the necessary documents at hand. These documents could include your receipts and invoices for expenses from the previous year, investment statements, forms related to rental properties or self-employment, and any other relevant financial information. We will share with you where you may locate your investment tax documents. Looking for a new accountant? We’ve got you covered.
New Year, New Firm!
Join us for a live event as we start the new year and a new firm! Hear a bit about the firm, mission and get a sneak peak of things to come in the new year! New Year, New Firm!