Year-End Tax & Charitable Planning
Planning Considerations Before Year-End
Medicare Made Simple
Understanding Your Coverage & Enrollment Choices
Social Security Made Simple
Understanding Your Benefits & Claiming Options
Client Wine Event
Saturday, June 22, 2025 | 1:00–3:00 PM | Ron Yates Winery | Johnson City, TX
Medicare Educational workshop
Medicare changes each year. Whether you’re considering a new plan, sticking with your current one, or helping out a loved one – staying informed is critical. It can be overwhelming, but we’re here to help.