Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

January 18, 2018

12:00p - 2:00p

Offices of Bradshaw Financial Planning

Tax Strategies

This lunch & learn offers relevant and up-to-date insight on how taxes may affect you. Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

 

February 27, 2018

6:00p - 8:00p

Restaurant Forty Six

Financial Survival During Retirement

Come enjoy dinner on us while we discuss topics such as market volatility, retirement income and savings, estate planning and taxes during retirement. A guest will be your ticket to this dinner.

 

March 20, 2018

12:00p - 2:00p

Offices of Bradshaw Financial Planning

Social Security Maximization

This lunch & learn will help you understand the financial issues revolving around Social Security that could affect you. If you are using or intend on using Social Security to supplement your retirement income, this is a must see event!

 

May 17, 2018

12:00p - 2:00p

Offices of Bradshaw Financial Planning

Identity Theft

In 2017 a major credit bureau experienced a breach impacting about 143 million people. With your personal info, criminals can open accounts, file tax returns, buy property and more. This lunch & learn will help you understand how to incorporate identity theft protection into your financial plan.

Event Registration

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