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SECURE Act 2.0: What You Need to Know

Building on the original law from 2019, The SECURE Act 2.0 includes new provisions to further enhance retirement savings opportunities for every age group. Join Deborah Kelly, CFP®, ChFEBC℠, for this informative webinar as she addresses key changes to the law that can help maximize your retirement savings.

Don’t You Want to Maximize Your Medicare Coverage?

The Medicare mile marker is on the horizon. Most U.S. citizens become eligible at age 65 for the health insurance program facilitated by the federal government, with an open enrollment period at the end of each calendar year thereafter. Given the somewhat complicated coverage options – Part A, Part B, Part D, Part C, Medigap – it’s easy to get lost on the Medicare enrollment journey. Fortunately, you don’t have to go it alone.

Start Smart Financial Literacy Workshop for Teens and Young Adults

Instilling smart financial habits as a teenager or young adult can help pave the way for future financial success. If you have children or grandchildren, this previously recorded workshop presented by Jeremy Dvorak, CFP®, CASL® and Deb Kelly, CFP®, ChFEBC℠ is a must-see. It covers all the essential financial literacy topics to get started in life, including:

  • the importance of budgeting
  • establishing routine saving habits
  • proper use of credit, and much more

Market Outlook Discussion with PFG Advisors and Guest, Steven Chiavarone, CFA®

From the recovery and the stimulus to bitcoin and ESG investing, we covered the most pressing questions that we’re receiving from our clients. I think you’ll find our guest speaker not only extremely engaging and informative, but he has a talent for explaining and simplifying complex concepts. Although it’s well worth watching the hour and 21-minute video in its entirety, we’ve broken down the webinar by question/topic area.

Don’t you want to help maximize what you get back?

Given the thousands of complex rules and hundreds of claiming options, creating a plan of action for Social Security can be an overwhelming prospect. One Social Security misstep could potentially leave you missing out on hundreds of thousands of dollars over a lifetime. Fortunately, you don’t have to do it alone.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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