2020 Seminar Schedule
March 17th – Estate Planning
Learn about establishing wills, trusts, Power of Attorney (POA), plus taxation and transferring wealth.
May 28th – Semi-Annual Summit (Spring)
Network and learn about a variety of topics including Social Security, Estate Planning, and the State of the Economy.
June 23rd – Purchasing a Home
Join Ken Malinowski of KEMBA’s Mortgage Department as he explores important aspects of the financial impact of purchase a home.
July 21st – Retirement Income Planning
Learn about what to consider for retirement; what it will cost, the impacts of healthcare, and developing a goal-based strategy.
August 18th – Social Security
Learn about Social Security benefits, full retirement age, working in retirement, taxation, spousal benefits, and more.
September 8th – Semi-Annual Summit (Fall)
Network and learn about a variety of topics including Social Security, Estate Planning and the state of the economy.
October 20th – Estate Planning
Learn about establishing wills, trusts, Power of Attorney (POA), plus taxation and transferring wealth.
To learn more or register for these events, contact the KEMBA Wealth Management Team.
