Connect With Us
Upcoming Events
Stay informed, ask questions, and meet Natalie in person at our educational workshops and community events.
Medicare Basics Workshop
Monthly — check Luma for the next dateOnline & In-Person Options
A clear, no-pressure introduction to Medicare Parts A, B, C, and D, plus enrollment timelines and what to consider before choosing a plan.
Social Security Strategy Session
QuarterlyOnline Webinar
Learn how timing, spousal benefits, and working income affect your Social Security claiming decision.
Long-Term Care Planning Talk
QuarterlyCommunity Location — TBD
Understand your options for protecting savings and independence with long-term care insurance and alternative planning strategies.
View the Full Calendar
See all scheduled events, reserve your spot, and get calendar reminders through our Luma page.
See Events on Luma