Outsmart the Scammers Seminar Join us as we welcome Matthew Zito with Edward Jones provides valuable insight on keeping you safe from scammers. Incidents of fraud are on the rise, and scammers’ tactics are becoming more complex. This presentation will help give attendees the information they need to Outsmart the Scammers. During the program, we’ll […]
Social Security: Preparing for Retirement Social Security claiming strategies can be complex. This seminar discusses important claiming considerations as they relate to clients’ plans for retirement. Working with investment and tax professionals may help them put it all in perspective. Thursday, September 25 3:45 pm - 4:45 pm Zito Wealth & Wellness Activity Room at […]
Presentation on Financial Steps to Prepare for Alzheimer’s and Dementia Alzheimer’s and other forms of dementia affect more than 7 million Americans, per a 2025 report by the Alzheimer's Association. The emotional toll of watching a loved one's health decline can be overwhelming. And the financial burden can be significant too. Hopefully these diseases never […]
