Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 15, 2023
5:30p - 6:45p
Virtual Educational Program
Medicare: 30 Minutes on Medicare Basis
As you are nearing the Medicare age of 65 there will be important enrollment decisions to be made. We will go through the basics so you know when your enrollment should occur.
June 28, 2022
4:00p - 8:00p
Key Largo
Milestone Event
Join us for a celebration of accomplishments of our team.
April 20, 2022
5:30a - 6:15a
Virtual Social Security Claiming Program
Social Security | Simply Explained | How and When to Claim
PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. UNPACKING PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years. SOLUTION: Everyone needs a personalized Social Security claiming analysis to understand when to apply and how their monthly benefit will fit into their overall retirement income plan.
April 19, 2022
12:00p - 12:45p
Virtual Educational Program
Medicare: 30 Minutes on Medicare Basis
As you are nearing Medicare age of 65 there will be important enrollment decisions to be made. We will go through the basics so you know when your enrollment should occur.
February 2, 2022
7:00p - 8:00p
Investors Choice - Wear Red and Give Virtual Style Show
Investors Choice | Wear Red and Give Virtual Style Show
Investors Choice will be hosting a virtual style show with the support of some of the fabulous boutiques from Marshall and Slayton as part of the American Heart Association Go Red for Women! The fact is: cardiovascular disease is the No. 1 killer of women, causing 1 in 3 deaths each year. That's approximately one woman every minute! But it does not affect all women alike, and the warning signs for women are not the same in men. What is more: These facts only begin to scratch the surface.
December 21, 2021
7:00p - 8:00p
Virtual Christmas Treat
Investors Choice Christmas Treat | Facebook LIVE
Investors Choice Christmas Treat for our friends & clients is music to our ears. Join us on Facebook LIVE or www.zoom.com at 7PM on December 21 for our Christmas Treat with Nashville Recording Artist Kayla Daniels & Local Artist Myah Holinka.
June 11, 2021
12:00p - 12:30p
Virtual via Zoom or Facebook Live
Investors Choice | Our Firm - Our History
Join Carla over your lunch hour as she goes LIVE on Facebook or join via Zoom! She will talk about the history of Investors Choice Financial Services Inc. You won't want to miss out on these fun facts with Carla! This is just one of the exciting things happening for Investors Choice Financial Services anniversary month!
May 27, 2021
11:30a - 12:00p
Virtual School Visit
Employer Retirement Plans: 5 Must Dos while Maintaining Through the Middle - May 27
Education series for current 403(b) participants to review their retirement savings timeline.
May 25, 2021
12:00p - 12:30p
Virtual School Visit
Employer Plan Eligible? For Starters - Sept. 16 (401(k), 403(b), 457)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
May 20, 2021
4:00p - 5:00p
Virtual School Visit
Employer Plans: For Pre-Retirees - May 20 (403(b), 401(k), 457)
Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement. As you round that last corner of the relay, you can see the Retirement finish line. The last day of school and a new adventure awaits. When you are within sight of the finish line, it is time to review the retirement timeline to make sure the final strides take you to and through retirement.
May 6, 2021
12:00p - 1:00p
Virtual Learning Program
Cybersecurity: 10 Threats and How to Fight Them
Cybersecurity: 10 Threats and How to Fight Them Now. First 10 registrations (and attends) will receive free book on Cybersecurity: Hack-Proof Your Life Now! The New Cybersecurity Rules: Protect your email, computers, and bank accounts from hacks, malware, and identity theft. May 6th is World Password Day so what a better day than today to hack proof your life?!
March 11, 2021
5:30p - 6:30p
Virtual Educational Program
Medicare: 30 Minutes on Medicare Basis
As you are nearing Medicare age of 65 there will be important enrollment decisions to be made. We will go through the basics so you know when your enrollment should occur.
February 25, 2021
3:45p - 5:00p
Online Event
4 Keys to Making a Difference in a Family Caregiving Challenge
Supported by stories, data, and illustrations we will be reviewing the following keys to making a difference when becoming a caregiver: Key#1 - Ensure your loved one's good, continued care with smart planning; Key#2 - The plan must include medical, legal, financial and personal issues; Key#3 - Caregiving always impacts the rest of the family - that needs planning, too; Key#4 - We need a team approach to produce the best caregiving plan.
February 17, 2021
5:30p - 6:30p
Virtual Social Security Claiming Program
Social Security - How to Maximize Your Benefits
PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. UNPACKING PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years. SOLUTION: Everyone needs a personalized Social Security claiming analysis to understand when to apply and how their monthly benefit will fit into their overall retirement income plan.
February 10, 2021
3:00p - 4:00p
Virtual School Visit
403(b), PASD Retro Retirement Benefits
Virtual Group Meeting to answer questions on the Retro changes for your 403(b) benefits. Secretary, Custodians & Accounts Payable group and PARA group Retro contracts have settled. Join us to go over the benefit change forms. To schedule an individual meeting go to www.investors-choice.com forms are also located at Employer Plan Forms | Investors Choice Financial Services Inc. (investors-choice.com)
February 2, 2021
7:00p - 8:00p
Investors Choice - Wear Red and Give Virtual Style Show
Investors Choice - Wear Red and Give Virtual Style Show
Investors Choice will be hosting a virtual style show with the support of some of the fabulous boutiques from Marshall and Slayton as part of the American Heart Association Go Red for Women! The fact is: cardiovascular disease is the No. 1 killer of women, causing 1 in 3 deaths each year. That's approximately one woman every minute! But it doesn’t affect all women alike, and the warning signs for women aren’t the same in men. What’s more: These facts only begin to scratch the surface.
December 22, 2020
7:00p - 8:00p
Virtual Christmas Treat
Investors Choice Christmas Treat
Investors Choice Christmas Treat for our friends & clients is music to our ears. Join us on Facebook LIVE or www.zoom.com at 7PM on December 22 for our Christmas Treat with Nashville Recording Artist Kayla Daniels.
October 19, 2020
5:30p - 6:00p
Virtual Educational Program
Medicare: 30 Minutes on Medicare Basis
As you are nearing Medicare age of 65 there will be important enrollment decisions to be made. We will go through the basics so you know when your enrollment should occur.
September 21, 2020
11:30a - 12:30p
Virtual Medicare Learning Program
Medicare - September 21
If you are asking: • What does Medicare cover? • When do I have to enroll in Medicare? • How does Medicare work with the insurance I’ve already got? • What can I expect to pay for my healthcare down the line? In this presentation, you’ll learn: • What Medicare is, who is eligible for it, and how you get it. • Who needs to enroll in Medicare and when. • The two ways to have Medicare—and how to choose. • What Medicare costs, and how to mitigate those costs through private insurance. • How to start planning for future healthcare costs.
September 16, 2020
7:30a - 8:00a
Virtual School Visit
Employer Plan Eligible? For Starters - Sept. 16 (401(k), 403(b), 457, etc)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
August 24, 2020
4:00p - 4:45p
Virtual School Visit
Employer Plan Eligible? For Starters - August 24 (401(k), 403(b), 457, etc)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
August 20, 2020
11:30a - 12:00p
Virtual School Visit
Employer Plan Eligible? For Starters - August 20 (401(k), 403(b), 457, etc)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
August 6, 2020
11:30a - 12:15p
Virtual School Visit
Employer Plan Eligible? For Starters - August 6 (401(k), 403(b), 457, etc)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
August 4, 2020
5:30p - 6:30p
Virtual Learning Program
Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now.
Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now. First 10 registrations (and attends) will receive free book on Cybercecurity: "Hack-Proof Your Life Now! The New Cybersecurity Rules: Protect your email, computers, and bank accounts from hacks, malware, and identity theft"
July 29, 2020
3:00p - 4:00p
Virtual School Visit
Employer Plan Eligible? For Starters - July 29 (401(k), 403(b), 457, etc)
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan. Before beginning any race, it is best to set goals and know where the finish line is. This informational session will help you settle into the blocks: Learn about the 403(b) offered by your employer and what you need to know to get warmed up so you are... ready, set, go!
July 28, 2020
11:30a - 12:30p
Virtual CARES ACT Learning Program
CARES ACT - More than a stimulus check - July 28
CARES ACT - More than a stimulus check and PPP. We will cover information on Student Loans, Charitable Giving and break down the other ways you can be helped by the CARES ACT - if you ACT.
July 21, 2020
9:00a - 10:00a
Virtual School Visit
Employer Plans: For Pre-Retirees - July 21 (403(b), 401(k), etc)
Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement. As you round that last corner of the relay, you can see the Retirement finish line. The last day of school and a new adventure awaits. When you are within sight of the finish line, it is time to review the retirement timeline to make sure the final strides take you to and through retirement.
July 14, 2020
3:00p - 4:00p
Virtual Social Security Learning Program
Social Security - July 14
PROBLEM: People are hurting their retirements by making terrible, costly decisions about Social Security. UNPACKING PROBLEM: People often come to the issue of claiming Social Security with little knowledge about how it works, sometimes overly influenced by myths they’ve heard repeated over the years. SOLUTION: Everyone needs a personalized Social Security claiming analysis to understand when to apply and how their monthly benefit will fit into their overall retirement income plan.
July 8, 2020
11:30a - 12:30p
Virtual Medicare Learning Program
Medicare - July 8
If you are asking: • What does Medicare cover? • When do I have to enroll in Medicare? • How does Medicare work with the insurance I’ve already got? • What can I expect to pay for my healthcare down the line? In this presentation, you’ll learn: • What Medicare is, who is eligible for it, and how you get it. • Who needs to enroll in Medicare and when. • The two ways to have Medicare—and how to choose. • What Medicare costs, and how to mitigate those costs through private insurance. • How to start planning for future healthcare costs.
July 7, 2020
5:30p - 6:30p
Virtual Learning Program
Seven Estate Planning Things You Must Do in Time of Coronavirus - July 7
Self-isolation and quarantines have given rise to unique problems and a new way of thinking. This is all the more important because if you are hospitalized due to COVID-19, you will be immediately isolated from any family, meaning you need advance planning and organization. Keep everyone in the loop and make sure your wishes are heard through the chaos. We are going to review tried and true principles as well as some new directives for estate planning in the age of coronavirus.
June 25, 2020
9:00a - 9:45a
Virtual School Visit
403(b), For Pre-Retirees - June 25
Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.
June 10, 2020
3:30p - 4:15p
Virtual School Visit
403(b), Maintain Through the Middle - June 10
Education series for current 403(b) participants to review their retirement savings timeline.
June 10, 2020
11:30a - 12:00p
Virtual School Visit
403(b), For Starters - June 10
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.
June 4, 2020
12:00p - 12:30p
Virtual School Visit
403(b), For Pre-Retirees - June 4
Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.
June 3, 2020
5:30p - 6:00p
Virtual School Visit
403(b), For Starters - June 3
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.
June 3, 2020
3:30p - 4:00p
Virtual School Visit
403(b), For Pre-Retirees - June 3
Education series for individuals within 10 years of retirement to lay the groundwork for a secure retirement.
June 3, 2020
11:30a - 12:00p
Virtual School Visit
403(b), Maintain Through the Middle - June 3
Education series for current 403(b) participants to review their retirement savings timeline.
June 1, 2020
11:30a - 12:00p
Virtual School Visit
403(b), For Starters - June 1
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.
May 29, 2020
8:00a - 8:30a
Virtual School Visit
403(b), Maintain Through the Middle - May 29
Education series for current 403(b) participants to review their retirement savings timeline.
May 27, 2020
8:00a - 8:30a
Virtual School Visit
403(b), For Starters - May 27
Educational session for employees of educational institutions that are getting ready to sign up or to learn what is a 403(b) Retirement Plan.