Events   

Check back for upcoming events!

Estate Planning Seminar

The Milestone Team, local attorney - Geoff Lorenz, and Advanced Planning Consultant and former attorney - Bryan Fecteau from Commonwealth Financial Network® teamed up to provide clear, reliable information on how to avoid common estate planning pitfalls that cause family stress!

Watch to Learn:

• Wills vs. Trusts
• The Probate Process
• Estate and Tax Implications
• Smart Gifting Strategies
• Healthcare & Long-Term Care Planning Considerations
• Real Estate Planning Considerations
• Account Titling & Beneficiary Designations 

One Big Beautiful Bill Act (OBBBA) & Tax Planning Strategies Seminar

The Milestone Team and Advanced Planning Consultant, Bryan Fecteau, from Commonwealth Financial Network® provide one hour of valuable information on how the One Big Beautiful Bill Act can impact you. 

Watch to Learn:

• The latest tax bill, how it impacts you & your tax planning strategies
• Key income & estate tax planning strategies such as:
  • Maximizing deductions
  • Taking advantage of current tax brackets
  • Efficient ways to transfer wealth

Medicare 101 with Medicare Mike 

Medicare Mike, a Medicare expert & independent insurance agent, and the Milestone Team collaborate to provide an education event designed to help you confidently navigate Medicare and learn how to make the most of your benefits. As your financial planners, we’re here to help you feel confident about your healthcare choices, so you can focus on enjoying retirement.

Watch to Learn:

• Medicare and its parts (A, B, C & D)
• How and when to enroll
• What Medicare does and does not cover 
• Medicare Advantage & Supplement Insurance