Upcoming Events

Seminars

Come to our free educational classes. Feel free to bring a friend.

Thrive: Smart Money Decisions For Your Future

THRIVE - Smart Money Decisions for Your Future

June 18, 2026 at 6:30 pm

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

Interested in Money and Finances? Attend this FREE Seminar.
The world says one thing, but what does the wisdom from the ages have to say about money and possessions? Join us for a relaxed discussion covering:

• Employer benefits - what are they for?
• Buying a home vs. renting
• Car purchase options (new or used), loan, lease or pay cash?
• Managing student loans
• Investing. Money Maxx conversations. How to build wealth
• Why start retirement planning early?
• How to discern between good advice and a sales pitch

Dinner will be provided by Moe's Southwest Grill and Moe's Meats
Bring your questions and a friend!

REGISTER NOW
Money Maxx Seminar Series

More info on these informative classes coming soon!

Medicare 101

Medicare 101

June 22, 2026

6:30 pm

South Butler Community Library - 240 West Main Street, Saxonburg, PA 16056

This seminar provides a clear and concise overview of the basics of Medicare, including eligibility criteria. Designed for people getting ready to turn 65 or Medicare beneficiaries already in the program, this seminar aims to demystify Medicare and empower attendees to make informed healthcare decisions especially during the upcoming Annual Enrollment Period. Educational Only.

WE DO NOT OFFER EVERY PLAN AVAILABLE IN YOUR AREA. CURRENTLY WE REPRESENT 6 ORGANIZATIONS WHICH OFFER 228 PRODUCTS IN YOUR AREA. PLEASE CONTACT MEDICARE.GOV, 1-800-MEDICARE, OR YOUR LOCAL STATE HEALTH INSURANCE PROGRAM, SHIP, TO GET INFORMATION ON ALL YOUR OPTIONS.

Medicare 101

Medicare 101

June 26, 2026

10:30 am

South Butler Community Library - 240 West Main Street, Saxonburg, PA 16056

This seminar provides a clear and concise overview of the basics of Medicare, including eligibility criteria. Designed for people getting ready to turn 65 or Medicare beneficiaries already in the program, this seminar aims to demystify Medicare and empower attendees to make informed healthcare decisions especially during the upcoming Annual Enrollment Period. Educational Only.

WE DO NOT OFFER EVERY PLAN AVAILABLE IN YOUR AREA. CURRENTLY WE REPRESENT 6 ORGANIZATIONS WHICH OFFER 228 PRODUCTS IN YOUR AREA. PLEASE CONTACT MEDICARE.GOV, 1-800-MEDICARE, OR YOUR LOCAL STATE HEALTH INSURANCE PROGRAM, SHIP, TO GET INFORMATION ON ALL YOUR OPTIONS.

Legislation and Taxes

Taxes, Retirement, and the Big Beautiful Bill + AI

July 30, 2026

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

“What You Don’t Know About Retirement Taxes Could Cost You”
 
Retirement is about more than saving money — it’s about keeping more of what you’ve earned.
Many retirees are surprised to learn how taxes can affect their Social Security benefits, retirement accounts, Medicare premiums, and overall income strategy. This free seminar is designed to help you better understand the tax challenges retirees face today — and the planning opportunities that may help reduce unnecessary taxation in the future. Whether you are already retired or preparing to retire in the next 5–10 years, this seminar can help you gain valuable insight into the changing retirement tax landscape.
 
Topics We’ll Cover:

•Strategies for managing Taxes in Retirement
•The 6 Major Retirement Tax Traps that can impact your income and savings
•How Required Minimum Distributions (RMDs) may increase your tax burden
•Understanding how Social Security benefits can become taxable
•How Medicare IRMAA surcharges may raise your healthcare costs
•What proposed changes in the “Big Beautiful Bill” could mean for retirees and those nearing retirement
REGISTER NOW
AI and Your Estate

AI and its Effect on Retirement and Your Estate

August 27, 2026

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

Medicare 101

Medicare 101

October 1, 2026

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

This seminar provides a clear and concise overview of the basics of Medicare, including eligibility criteria. Designed for people getting ready to turn 65 or Medicare beneficiaries already in the program, this seminar aims to demystify Medicare and empower attendees to make informed healthcare decisions especially during the upcoming Annual Enrollment Period. Educational Only.

WE DO NOT OFFER EVERY PLAN AVAILABLE IN YOUR AREA. CURRENTLY WE REPRESENT 6 ORGANIZATIONS WHICH OFFER 228 PRODUCTS IN YOUR AREA. PLEASE CONTACT MEDICARE.GOV, 1-800-MEDICARE, OR YOUR LOCAL STATE HEALTH INSURANCE PROGRAM, SHIP, TO GET INFORMATION ON ALL YOUR OPTIONS.

Taxes, Retirement and the Big Beautiful Bill + AI

November 12, 2026

Ramada by Wyndham - 139 Pittsburgh Rd, Butler, PA 16001

“What You Don’t Know About Retirement Taxes Could Cost You”
 
Retirement is about more than saving money — it’s about keeping more of what you’ve earned.
Many retirees are surprised to learn how taxes can affect their Social Security benefits, retirement accounts, Medicare premiums, and overall income strategy. This free seminar is designed to help you better understand the tax challenges retirees face today — and the planning opportunities that may help reduce unnecessary taxation in the future. Whether you are already retired or preparing to retire in the next 5–10 years, this seminar can help you gain valuable insight into the changing retirement tax landscape.
 
Topics We’ll Cover:

•Strategies for managing Taxes in Retirement
•The 6 Major Retirement Tax Traps that can impact your income and savings
•How Required Minimum Distributions (RMDs) may increase your tax burden
•Understanding how Social Security benefits can become taxable
•How Medicare IRMAA surcharges may raise your healthcare costs
•What proposed changes in the “Big Beautiful Bill” could mean for retirees and those nearing retirement