Investing in the stock market requires a balance of patience, knowledge, and strategic planning. To help with that view, Juli Erhart-Graves, CFP® and Margaret Gooley, CFP®, CDFA®, will provide an updated overview of the history of investing, putting 2023 into perspective. We will then look forward into expectations for 2024 and beyond.

Will you be someone’s hero today?

The 5-10 years before you retire are critical for planning to meet your retirement goals. There are a lot of moving parts to this life change. We know that retirement isn’t just about finances so we are pleased to host Dr. Ellen W. Miller who will speak about the biopsychosocial aspects of transitioning into retirement.

Tax law is continuously evolving. Staying updated with the changes will help you better understand your tax situation.

Are you just getting started with investing? Learn more about the various types of investment accounts available to you and the pros and cons of each type of investment account as well as potential tax consequences.

When someone is showing signs of dementia, it’s time to talk. This program is designed to help you talk with your entire family, including the person with signs of dementia, about some challenging and often uncomfortable topics related to Alzheimer’s and dementia.

As we all know, the last year has been a difficult one for both stocks and bonds, rising interest rates and inflation. As if that weren’t enough, talk of a recession is a constant media topic. This workshop will put today’s economic and investment environment into perspective by reviewing the history of investing relative to where we are today.

As you near retirement, deciding when and how to claim Social Security benefits is one of the most important decisions you will make.

Life’s changes come in all shapes and sizes. The Smitson Erhart-Graves Tax Advisors team will discuss the tax implications of life’s many changes, including common questions relating to taxable income and itemized deductions.

Getting started with a budget can feel overwhelming, but it’s a great first step toward financial fitness.

Join us for a fun and interactive workshop with Cathy Stein and Jen Coghlan of Seamless Spaces and learn how to manage and keep up with paperwork, simplify your day, and organize your household. They will share what products and systems will make your life easier and even add a pop of style to your home. Attendees will walk away with hands-on practices to implement at home right away!

For 2022, we are facing potential changes to tax laws and continued inflation uncertainty, which makes us all wonder what is in store.

Long term care expenses are one of the biggest unknowns in retirement. Statistics tell us that the majority of those over age 65 will need some type of LTC services.

Worley Erhart-Graves Financial Advisors is sponsoring a community blood drive and we would like to invite YOU! January is National Blood Donor Month. Your support helps local families. Join us for this life-changing event.

You’re in the homestretch! The 5 to 10 years before you retire is a critical time for planning to meet your goal. We know there are a lot of details to keep track of when managing your retirement plan so let us help you.

It’s easy to put off making unpleasant decisions about our future, but taking the time now can ensure that you are the one making decisions for your family.

How money-wise are your kids? This session will offer tips on how to talk about money with your kids. This one-hour presentation is geared towards elementary through high school age children.

Join us at our annual Market Briefing where we’ll put 2020 into historical perspective and set expectations for the year to come.

This quarter’s workshop will focus on increasing knowledge of personal finance concepts and help attendees learn about practical application the 20- and 30-Somethings can use to achieve their long-term goals.

Are you contemplating divorce, or are you in the midst of a divorce and feeling overwhelmed? If you want to learn more about the financial aspects of divorce and how to avoid financial mistakes, then this webinar is for you.

Did you know that your iPhone can take some amazing pictures? See how you can take award winning photos at this workshop.

This workshop will put last year into historical perspective and set expectations for the year to come, join us at our annual Market Briefing.