Join us from the comfort of your home or office
as we discuss a variety of topics that provide financial insights and advice. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You'll learn the answers to questions, including:
- The important rules of the road for receiving Social Security.
- How can conservative investments help you face today's economic risks?
- What sources of income should you draw from and when?
- How to use annuities to guarantee income for life.
- How does behavioral finance affect investment decision-making?
Upcoming workshops:
10.03.2023 • 6:00 p.m. - Social Security and Your Retirement
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?
10.19.2023 • 6:00 p.m. - Understanding Medicare
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.
11.01.2023 • 6:00 p.m. - Income for Life
You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?
11.15.2023 • 6:00 p.m. - The Three Transitions to Retirement
Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.
12.07.2023 • 6:00 p.m. - Rollover Planning
Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.