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Events

Upcoming Events

September 25, 2023

6:30p - 7:30p

Virtual Educational Program

Register

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.

Past Events

September 20, 2023

6:30p - 7:30p

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 have 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 25, 2023

5:30p - 6:30p

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.

July 17, 2023

5:30p - 6:30p

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 have 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.

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.

Event Registration


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