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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 29, 2019

6:00p - 7:30p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Understanding Social Security

Learn about: Social Security basics Income benefits When to start benefits Working in retirement Tax implications Spousal and survivor benefits Medicare

August 27, 2019

10:30a - 12:00p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Understanding Social Security

Learn about: Social Security basics Income benefits When to start benefits Working in retirement Tax implications Spousal and survivor benefits Medicare

August 22, 2019

6:30p - 7:30p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Exploitation of the Elderly & Arbitration and Mediation – Avenues of Investment Recovery

Learn about how the elderly are exploited and avenues of investment recovery by Attorney Howard Rosenfield.

August 20, 2019

10:30a - 11:30a

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Exploitation of the Elderly & Arbitration and Mediation – Avenues of Investment Recovery

Learn about how the elderly are exploited and avenues of investment recovery by Attorney Howard Rosenfield.

August 1, 2019

6:00p - 7:30p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Secure Retirement Income

Learn about how to prepare for or "the retirement challenge," by minimizing unnecessary risk due to: taxes, inflation, market risk, longevity, and extended care needs.

July 30, 2019

10:30a - 12:00p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Secure Retirement Income

Learn about how to prepare for or "the retirement challenge," by minimizing unnecessary risk due to: taxes, inflation, market risk, longevity, and extended care needs.

July 18, 2019

6:00p - 7:30p

Boundless Financial Solutions Educational & Training Center

Prepare for a healthier future - the value of long term care expense planning

This is the second in a series of educational financial workshops sponsored by the non-profit Poor Richard's Financial Literacy that centers on the value of long term care expense planning.

July 16, 2019

10:30a - 12:00p

Boundless Financial Solutions Educational & Training Center

Prepare for a healthier future - the value of long term care expense planning

This is the second in a series of educational financial workshops sponsored by the non-profit Poor Richard's Financial Literacy that centers on the value of long term care expense planning.

July 11, 2019

6:00p - 7:30p

Boundless Financial Solutions Educational Training Center

Educational Workshop Series: Make the most of the new tax law

Learn about the new tax law(s) and how to navigate the changes for your benefit.

July 9, 2019

10:30a - 12:00p

Boundless Financial Solutions Educational & Training Center

Educational Workshop Series: Make the most of the new tax law

Learn about the new tax law(s) and how to navigate the changes for your benefit.

Event Registration


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