Latest Past Events

Helping to Secure the Financial Future of Individuals (of all ages) with Disabilities

via ZOOM

  Presenters: Jerry Hulick and Ryan Buck Description: When planning for the financial future of a loved one with a disability, there are many different considerations. Aspects of planning will vary depending on age and the broader situation. Having a better understanding will help you to be prepared now and in the future. This workshop […]

TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday —

Facilitated forum for finance queries, answered by certified financial planners. On the third Friday of almost every month. (every quarter reserved for our Armed Forces audience). Register for the webinar here Our Guest Speaker: Jerry L. Hulick, CLU, ChFC, ChSNC, CLTC Senior Planner, The Washington Group Special Care Planning Team Formerly the General Agent of […]