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What happens when three experienced Financial Advisors ask themselves, “How can we be a more beneficial resource to our clients and their Financial future?”

The result is a powerful, educational series of webinars created with YOU in mind.

SAVE These Dates and Times NOW


April 20, 2023             1:00 PM Eastern Time     Social Security & Medicare    Registration is OPEN NOW        CLICK HERE TO REGISTER

June 22, 2023            1:00 PM Eastern Time     Retirement Income Planning: The Numbers and Beyond

August 24, 2023       1:00 PM Eastern Time     Protection AND Balance

October 26, 2023      1:00 PM Eastern Time     Business Owners: Year End Wrap Up                                                

December 7, 2023    1:00 PM Eastern Time     Estate Planning: The Fundamentals + Advanced Strategies



Do you have a strategy to cliam social security?

  • Married couples could collect $1 million of social security benefits
  • What age is "best" to start taking social security benefits?
  • What about collecting social security on an ex-spouse's benefit?

Medicare: What to Know

Heather Schreiber, RICP®, NSSA®


We're tapping into our connections and our Resources to Bring YOU the quality information you've been asking for

This is a unique opportunity to hear from nationally recognized speakers and experts,

sharing their experience and their knowledge with you.

Feel free to share with someone you feel

could benefit or may be interested

<br/>Annette Hammortree, CLTC, RICP<sup>&#174;</sup>

Annette Hammortree, CLTC, RICP®

My Philosophy is: Treat people as you wish to be treated. Understanding that, while the financial needs for each of my clients may be different, the goal is always the same…to help provide the financial confidence we all want to achieve.

Learn more about Annette and Hammortree Financial
<br/>Rebecca Novin-Cannon J.D., CExP&#8482;

Rebecca Novin-Cannon J.D., CExP™

I empower my clients to ‘live clearly’ and make critical wealth decisions based upon facts.  I take a holistic, integrative approach, coordinating all facets of a client’s personal and business finances, and I strive to create personal economies that can produce long term wealth, abundant retirement income, tax efficiency, minimal cost, curtailed risk and enhanced legacy protection. 

Learn More About Becky and Novin Cannon Financial
<br/>Karen Jessey, ChFC<sup>&#174;</sup>, CLU<sup>&#174;</sup>, RICP<sup>&#174;</sup>, CExP&#8482;

Karen Jessey, ChFC®, CLU®, RICP®, CExP™

I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine.  Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion.

Learn More About Karen and Strategic Wealth Partners

These seminars are for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, Hammortree Financial Services, Novin Cannon Financial Group. Strategic Wealth Partners or Wealth Strategies and opinions stated are their own.