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Events

Upcoming Events

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

Past Events

July 16, 2020

6:00p - 6:45p

ZOOM Meeting

July 16, 2020

3:00p - 4:00p

ZOOM Meeting

July 16, 2020

11:00a - 12:00p

ZOOM Meeting

July 14, 2020

6:00p - 7:00p

ZOOM Meeting

July 14, 2020

3:00p - 4:00p

ZOOM Meeting

July 14, 2020

11:00a - 12:00p

ZOOM Meeting

June 4, 2020

7:00p - 7:30p

ZOOM Meeting

Workshop: Pension & Social Security Maximization Solutions

We all face choices of many kinds during our lifetime.  We usually have time to adjust to some of our "less than fortuitous" choices.  However, when it comes to decisions while in or entering retirement, a "misstep" can have severe consequences that can't be undone.

May 7, 2020

3:00p - 4:00p

ZOOM Meeting

May 7, 2020

11:00a - 12:00p

ZOOM Meeting

April 16, 2020

7:00p - 8:00p

ZOOM Meeting

UNCHARTED WATERS: Navigating Stock Market Volatility in a Coronavirus World

Navigating Stock Market Volatility in a Coronavirus World

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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