Financial Essentials

Upcoming Events

Seminars

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

Money Maxx Seminar Series

Aetna Plans

October 29, 2026

10:00 am

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

This event will take a closer look at Aetna Medicare plans available in Butler County. Licensed Agents will be presenting two Butler County Aetna Medicare plans for Plan Year 2027: Aetna Medicare Signature Plus HMO-POS H3959-011 and Aetna Medicare Advantra Enhanced HMO POS H3959-002. Light snacks will be provided. The event is handicap accessible with no obligation to enroll.

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, CMS TO GET INFORMATION ON ALL YOUR OPTIONS.

Aetna Plans

October 29, 2026

1:00 pm

Financial Essentials - 455 Pittsburgh Road; Butler, PA 16002

This event will take a closer look at Aetna Medicare plans available in Butler County. Licensed Agents will be presenting two Butler County Aetna Medicare plans for Plan Year 2027: Aetna Medicare Signature Plus HMO-POS H3959-011 and Aetna Medicare Advantra Enhanced HMO POS H3959-002. Light snacks will be provided. The event is handicap accessible with no obligation to enroll.

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, CMS TO GET INFORMATION ON ALL YOUR OPTIONS.

Taxes,-Retirement,-and-the-Big-Beautiful-Bill-+-AI​

Taxes, Retirement and the Big Beautiful Bill + AI

November 12, 2026

6:30 pm

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:
  • The Risk of Retirement Taxation that could have been avoided
  • The 6 Major Retirement Tax Traps that can impact your income and savings
  • How Required Minimum Distributions (RMDs) can destroy your nest egg
  • The Sudden Additional Taxation of Social Security Benefits
  • How RMDs affect Medicare premiums – rising costs could be 4X
  • What proposed changes in the “Big Beautiful Bill” could mean for retirees and those nearing retirement