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.