Let’s get together

Homestead Family Wealth regularly hosts educational and entertaining events for the community and their clients. Some topics include but are not limited to:

• Social Security
• Tax planning strategies for investments
• Retirement planning
• Estate planning strategies

We also believe that seniors are a vital part of our community. Each year we offer activities and sponsor events for seniors. These activities include:

• Senior scramble golf tournaments
• Lunch and learns
• Charity events

Upcoming events

Stay tuned for upcoming events!