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Team Members

• Michelle Sweigart
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Seminars

• Building Legacies that Last (Virtual Seminar)
• Cybersecurity (Virtual Seminar)
• Social Security Strategies (Virtual Seminar)
• Medicare Open Enrollment – What You Need to Know (Virtual Seminar)
• 7 Principles of Tax-Efficient Retirement Planning (Virtual Seminar)
• Is Your Portfolio Retirement Ready? (Virtual Seminar)
• Pulse of the Market: What is the Economy Telling Us? (Virtual Seminar)
• Investing 101 (Virtual Seminar)
• Is Your Portfolio Retirement Ready? (Virtual Seminar)
• What is Required of an Executor? (Virtual Seminar)
• Retirement for Women (Virtual Seminar)
• Selling your Home in the Downsizing Process (Virtual Seminar)
• Make Your Money Last a Lifetime (Virtual Seminar) Evening
• Make Your Money Last a Lifetime (Virtual Seminar)
• Ways to Exit Your Timeshare (Virtual Seminar)
• Selecting a Retirement Community (Virtual Seminar)
• What is an AGILE Retirement? (Virtual Seminar)
• Pulse of the Market: What is the Economy Telling Us? (Virtual Seminar)
• Cybersecurity (Rescheduled from October 2020) (Virtual Seminar)
• Year-End Tax Planning Tips (Virtual Seminar)
• Travel – Post COVID-19 (Virtual Seminar)
• Winemaking 101 (Virtual Seminar)
• Pulse of the Market (Virtual Seminar)
• Social Security Strategies (Virtual Seminar)
• Medicare Open Enrollment – What is New This Year? (Virtual Seminar)