Upcoming Events

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  Thu, Apr 30

  Arisa Health-Navigating Roth Conversions / 

  Webinar

  RSVP

  Apr 30, 2026, 12:00 PM – 1:00 PM

  Webinar

  A Roth IRA can play an important role in a tax-efficient retirement strategy. In this seminar, we’ll explain how Roth conversions work, review potential tax considerations, and discuss how this strategy may impact your overall retirement income plan.
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  Tue, May 19

  Arisa Health-Estate Planning 101 / 

  Webinar

  RSVP

  May 19, 2026, 12:00 PM – 1:00 PM

  Webinar

  In this informative session, we’ll break down what estate planning really means, the powerful benefits it can provide, and the most common myths that often prevent people from getting started. You’ll learn about practical tools that can help protect what matters most.
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  Thu, May 28

  May Maximizing Social Security / 

  Central Point Parks and Recreation

  RSVP

  May 28, 2026, 5:30 PM – 6:30 PM

  Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA

  Learn how Social Security determines your monthly benefit, if Social Security will meet your income needs, and how to fill in the gaps between what you will receive in Social Security and what you really need.

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• 

  
  Wed, Jun 10

  Arisa Health-Long Term Care / 

  Webinar

  RSVP

  Jun 10, 2026, 12:00 PM – 1:00 PM

  Webinar

  Join us for a must-attend session for Arisa Health employees to uncover the true cost of long-term care, explore your options, and start building a plan to protect yourself and your loved ones.
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  Thu, Jun 25

  Estate & Retirement Planning Simplified / 

  Central Point Parks and Recreation

  RSVP

  Jun 25, 2026, 5:30 PM – 6:30 PM

  Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA

  Learn how to protect your assets, avoid probate, and create a more secure, tax-efficient retirement plan in this informative workshop.
• 

  
  Thu, Jul 16

  July Maximizing Social Security / 

  Central Point Parks and Recreation

  RSVP

  Jul 16, 2026, 5:30 PM – 6:30 PM

  Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA

  Learn how Social Security determines your monthly benefit, if Social Security will meet your income needs, and how to fill in the gaps between what you will receive in Social Security and what you really need.