Upcoming Event
Candid Coffee: Narrative Busters
Jul 18, 2026 at 8:00 am - 9:00 am
Upcoming Event
SOCIAL SECURITY DYNAMIC LEARNING SERIES
Aug 6, 2026 at 12:00 pm - 1:00 pm
Upcoming Event
MEDICARE DYNAMIC LEARNING SERIES
Aug 20, 2026 at 12:00 pm - 1:00 pm
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Candid Coffee: Narrative Busters
Every market cycle comes with a story — a narrative designed to explain why “this time is different.” But for investors, getting caught up in [...]
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SOCIAL SECURITY DYNAMIC LEARNING SERIES
Social Security is one of the most important financial decisions you'll make in retirement — and for couples, the stakes are even higher. Join us [...]
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MEDICARE DYNAMIC LEARNING SERIES
If you're turning 65 in 2026, Medicare will be a part of your life from now on. What do you need to know? Join Jon [...]
Past Event Recordings
CANDID COFFEE
Ask Us Anything
CANDID COFFEE
What You're Being Told About Annuities is Wrong
CANDID COFFEE
Savvy Social Security Planning
View All Past Events
Candid Coffee Past Events
Join Richard Rosso and Danny Ratliff (and sometimes, special guests) for an open forum on what you need to know about money, retirement, risk-management, and how to protect your household against financial vulnerability.
Lunch & Learn Past Events
Take a break from the grind and expand your mind with Richard Rosso and Danny Ratliff with practical lessons on money management and financial strategies to bolster your savings and sense of fiscal security.