Latest Past Events

Financial Strategies for Retirees

1776 Steakhouse 18585 Coastal Hwy #6, Rehoboth Beach

You are cordially invited to join us for a Complimentary Educational Dinner Event featuring the Delaware Retiree Advisor. If you have not joined us in […]

MaxAMAZING Your Retirement

Build a plan to strategically align your time, energy and finances with whatever it is in life that matters most to you! JOIN US as […]

Navigating the Medicare Maze, Zoom Class

Let's have an open session of straight-talk about what is true and not true about annuities. What is good and bad about them, when they […]

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