Workshops
As a Certified Financial Fiduciary with over 25 years of experience in the planning industry, Scott’s educational seminars are a must see! Education is his mantra, and “what you don’t know can hurt you!” Providing a wide array of subjects and resources, our chapter can help you gain the knowledge you deserve. To learn more about how you can enhance your financial understanding and management contact us today.
Workshop offerings include:
- Social Security Benefit Options
- The ABCD’s of Medicare
- Advanced Estate Planning
- An Introduction to Annuities
- The Essentials of Estate Planning
- Financial Planning Basics
- IRAs, Annuities, and Other Sources of Retirement Income
- Living a Tax-Free Retirement
- Myths and Facts About Annuities
- Planning for Long-Term Care
- Retirement Basics
- Retirement Income Planning
- Roth IRA Conversions
- A Guide to 401k Rollovers
- Understanding Your IRA
- Understanding Your Roth IRA
Active Continuous Workshop
Medicare Basics
This NO COST workshop consists of 3 parts. During this workshop you will learn about the basics of Medicare, different plan types, Prescription Drug coverage, and Social Security. Select the button to gain INSTANT access!
We invite you to attend one of our free local workshops and become an active member by participating in our educational events throughout the Dayton area. If you are interested in learning about one of the above workshops, please feel free to contact our office. We look forward to seeing you at a class soon!
Want To Learn On The Go?
The Scottie Show Podcast
Looking to learn more on a variety of Medicare and Planning topics? Tune in to “The Scottie Show” podcast to learn on the go! Hosted by our very own Scott Leonardi this podcast series is packed full of information and little known tips. Select the podcast button to view our episodes.
To learn about upcoming courses please contact us by clicking the CONTACT NOW button.
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