Broker Check


We find one of the most asked questions we get are from clients considering their social security options.

Many come to us after attending one of the many "seminars" provided by financial advisers and life insurance sales people, more confused or unsure of what to do.

So we have decided to hold very small group events, in one of our conference rooms ( sorry no free dinner). Various locations.

Our meetings are short, and straight to the point, without the slide show and sales talk. Designed to get you the answers you need.

We hold them regularly ( usually only 2-3 couples at a time) to allow us to give you the flexibility to find a time good for you.

Let us know if you have interest and we will call you to get you a seat.


Upcoming Events

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

Past Events

March 31, 2020

10:00a - 11:00a

Culhane CPA office

Social Security - Make the right choices - cut through the noise

This is not a "dinner / lunch seminar" ( sorry no free food) but a straight forward dialogue on what you need to know.

January 1, 2019 - December 31, 2019

4:00p - 7:00p

To be determined as RSVP's come in

Vest Vision Plan- Ongoing Event

Find out how Vest Vision can help you. Call to reserve your seat!

Event Registration

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