financial planning

As unprecedented a year as 2020 has been, one thing remains certain – it will be coming to an end on December 31st!  Now is a good time to evaluate where you are with your financial goals.  With year-end deadlines in mind, we wanted to send the following reminders.

This important webinar is perfect for anyone who is approaching a retirement goal or nearing 65 and want to learn about how to be prepared.

Join HAP Medicare expert, Elizabeth Robinson and Ken Bernard, CFA, as they co-present pertinent information to help you plan and move forward into this exciting next chapter.