With the complex and evolving nature of Medicare in mind, this presentation will provide a foundational overview of this health insurance program for individuals 65 and older and people with certain disabilities. You will learn about Original Medicare, Part A, Part B, Part C and Part D, plus details on costs, eligibility rules, enrollment periods, and options.

Let’s Get Together Again! Join us for great conversation, brewery tours, hors d’oeuvres, beer, and wine at this casual and unique venue!

Join us for our 2022SHRED DAY on:Saturday April 23, 20228:30 a.m. to 11:30 a.m. Doughnuts and refreshments will be available. This complimentary service gives you the opportunity to securely dispose of/recycle those old documents, bills, statements, and removed hard...

Please join us for a timely presentation by Cozy Wittman with: Education and Partnerships College Inside Track on: Thursday, February 17, 2022 12 noon to 1 p.m. College is now the second largest purchase most families make in their lifetime, but the application...

Please join us for a timely presentation by Cozy Wittman with: Education and Partnerships College Inside Track on: Thursday, February 17, 2022 12…

Please join us for a timely presentation:The Family Love Letter®A Gift for the Ones You Love,A Secure Financial Future with:Cheri BrooksSenior Vice President andHead of the Neuberger Berman Advisor Institute on:Tuesday, December 14, 202112 noon to 1 p.m. Making plans...

Please join us for a timely presentation: The Family Love Letter® A Gift for the Ones You Love, A Secure Financial Future with: Cheri Brooks Senior Vice President and Head of the Neuberger Berman Advisor Institute on: Tuesday, December 14, 2021 12 noon to 1 p.m.Making...

Please Join Us for a Special Presentation:VOYA Cares®Planning for Those with Special Needs with:Randal Barton and Tim Butler, CIMAVoya Investment Management on:Tuesday, November 9, 202112 noon to 1 p.m. Special needs encompasses congenital disorders, debilitating...

At Carter Financial, we believe strongly in the importance of educating our clients on the economy, financial issues, and the investing environment. We’ve always said we have the smartest clients around! The annual Carter Investment Conference gives you access to...