Suttle-Straus, Inc.

  1. Events
  2. Suttle-Straus, Inc.

Welcome Suttle-Straus Inc. Employees!

Get the Financial Information you need at one of our live educational events.

Suttle-Straus, Inc.

Choose a Workshop

Please choose one event below and fill out the form to save your seat at these special events.

Events

Views Navigation

Event Views Navigation

Today
  • RetireU – Caring for an Aging Parent

    In Person

    Preparing for the responsibilities of being a caregiver • Understanding the costs/financial implications • The myths of Long-Term Care • Exploring various housing options • Profiles of aging • Steps to take today • Helpful tips and available resources

  • RetireU: Retirement Healthcare

    In Person

    Retirement Healthcare decisions made before age 65 -- COBRA, Affordable Care Act, etc.  -- What Medicare does and does not cover – “In plain English” -- Medicare Supplement vs. Medicare Advantage Plans -- Prescription Drug Plans -- The “Donut Hole” -- What are my Long-Term Care options?

  • RetireU: Retirement Income

    In Person

    Where will my money come from? -- Tax Strategies with your income -- Income planning for the phases of retirement: “Go-Go, Slow-Go, No-Go” -- Employer Distribution Options -- Annuities/Ladders -- Social Security Details / Strategies