Upcoming Seminar Information

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Join us for informative, entertaining and free sessions

Upcoming KEMBA Wealth Management seminars will focus on important topics related to your personal finances.

August

Join us on August 18 when we discuss various elements that go into planning for long-term health care.

September

On September 16, we'll discuss a general overview of Social Security, how to identify the funds you'll receive, when might be the best time to start taking payouts, what taxes are associated with Social Security payouts and details about how Social Security could impact your retirement.

October

Take a closer at your income needs in retirement during this seminar on October 20. We'll review your potential income sources, key expenses and ways to define how much you need to save to ensure a successful retirement.

November

Estate Planning comes into focus in November with two seminars providing an overview of the planning process. Topics include power of attorney, wills, trusts and end of life planning with a specific focus on generational wealth or Medicaid strategies.
To learn more or register for these events, contact the KEMBA Wealth Management Team.





































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