Oct 13 - Mindset: How to Get Ready to Plan presented by Dr. Nancy Dawson
Oct 20 - Elements of a Life Plan: Housing, Recreation, Employment, and More presented by Sara Stone of Care Design
Oct 27 - Financial Planning – Gov’t Benefits, Tax, Retirement, ABLE/Special Needs Trusts & More presented by Hannah Provost, CFP®
Nov 3 - Guardianship & its Alternatives presented by Tara Anne Pleat, Esq.
*Registered Representatives offer securities through Securities America, Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Lomanto Provost Financial Advisors and Securities America are separate companies.