Exciting News!
Vickery Financial Services is now Elevate Wealth Advisory
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Webinar: Helping Children and Grandchildren Get Off to a Great Financial Start
Tuesday, July 27, 2021
Time: 10:00am or 6:00pm | Cost: Free
Speaker
- David Jenkins
Wealth Adviser | Bio »
Click here to get more information about this event.
Are the kids going to be alright? Financial results come from the small decisions we make and actions we take every day. You are the most influential financial teacher your child will ever have, so join us for some tips on teaching them the importance of making good financial decisions and learning from their mistakes.
Questions?
Webinar: College Planning
Tuesday, August 24, 2021
Time: 10:00am or 6:00pm | Cost: Free
Speaker
- Clarke Holt
Wealth Adviser | Bio »
Click here to get more information about this event.
Help save money on your children’s college tuition with proper planning. Learn how to evaluate financial aid letters, how parent and child assets impact financial aid packages, and explore key college funding data.
Questions?
Webinar: 30 Minutes on Medicare Basics
Tuesday, September 28, 2021
Time: 10:30am or 6:00pm | Cost: Free
Speaker
- Chuck Vickery, CLU, ChFC
Founder and Wealth Adviser | Bio »
Click here to get more information about this event.
Confused about Medicare? If you are retired, planning to retire, or concerned about retirement health care expenses, we will help you understand how to begin making important Medicare decisions.
Questions?
Webinar: Cybersecurity
Tuesday, October 26, 2021
Time: 10:00am or 6:00pm | Cost: Free
Speaker
- TBD
Click here to get more information about this event.
Have questions about cybersecurity? We can help! Learn about common scams, how to stay safe, and how to fight back.
Questions?
Webinar: Year-End Planning
Tuesday, November 16, 2021
Time: 10:00am or 6:00pm | Cost: Free
Speaker
- Rob Fezekas, CFA
Wealth Adviser | Bio »
Click here to get more information about this event.
Make sure you are progressing toward your financial goals and that you have a plan for next year.
Questions?
Webinar: Philanthropy and Charitable Giving: Get Good From Doing Good
Tuesday, December 14, 2021
Time: 10:30am or 6:00pm | Cost: Free
Speaker
- Chuck Vickery, CLU, ChFC
Founder and Wealth Adviser | Bio »
Click here to get more information about this event.
Touch, Change, Improve, Impact, and Provide
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Questions?