Herr Capital Management Events

You're invited to a special 1 hour webinar presented by experts from the Social Security Administration. Gain valuable insights and information on understanding Social Security and maximizing its benefits for you and your family. Agenda: Introduction to Social Security Programs Eligibility Criteria and Benefit Calculation Claiming Strategies and Options Q&A Session: Directly Address Your Social Security Queries This webinar is a rare opportunity to hear directly from those who work within the Social Security Administration, providing accurate and reliable information on the various aspects of Social Security. Secure your spot today to gain a better understanding of Social Security benefits, retirement, disability, survivor benefits, and more. This session is an invaluable resource to help you navigate the complexities of Social Security.

We are excited to invite you to our upcoming presentation, "Getting to Know Medicare" . This informative session will provide a guided tour and introduction to Medicare, covering essential topics such as eligibility, enrollment periods, and understanding your Medicare options.

Join us for a Lunch & Learn where we’ll break down Wills, Trusts, and the secrets to protecting your legacy. ✅ The must-know estate planning essentials ✅ How to avoid family feuds & financial headache ✅ The importance of estate planning for all individuals and families ✅ Wills, trusts, and powers of attorney – understanding your options ✅ How to minimize taxes and protect your assets ✅ Common misconceptions and mistakes to avoid ✅ Surprising stories of estate planning gone wrong (and how to get it right!)

30 minute complimentary webinar to help you understand 520 plans. Using the Illinoi Bright Directions 529 plan, we'll walk you through understanding the ABCs of saving for college.