Events | Jonathan M Kroening, CFP®, CAP®, RICP®

Upcoming Events

July 28, 2026

10:30a - 12:00p

Synergy Retirement Planning Strategies

Social Security & Medicare Workshop - 7 Keys to Enhancing Your Benefits (10:30am)

July 28, 2026

4:30p - 6:00p

Synergy Retirement Planning Strategies

Social Security & Medicare Workshop - 7 Keys to Enhancing Your Benefits (4:30pm)

Past Events

April 21, 2026

4:30p - 6:00p

Synergy Retirement Planning Strategies

Social Security & Medicare Workshop - 7 Keys to Enhancing Your Benefits (4:30pm)

April 21, 2026

11:30a - 1:00p

Synergy Retirement Planning Strategies

Social Security & Medicare Workshop - 7 Keys to Enhancing Your Benefits (11:30am)

October 1, 2024

10:30a - 11:30a

Synergy Retirement Planning Strategies

Smarter Giving: Charitable Planning Done Well

December 5, 2023

9:00a - 6:00p

Synergy Retirement Planning Strategies

2nd Annual Holiday Party

December 13, 2022

9:00a - 6:00p

Synergy Retirement Planning Strategies

Holiday Party Open House