free virtual financial education workshops
Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.
Attend as many of the free virtual workshops as you like.
Social Security Rules for Retirement
April 3, 6:00 PM EST
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Space is limited so please make your reservations today!
Reserve Your Virtual Seat
Understanding Medicare
April 10, 6:00 PM EST
You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
- Medicare basics and the differences between Parts A, B, C and D
- Tips for choosing your coverage and enrolling in Medicare
- How to consider health care costs when planning your retirement income
Space is limited so please make your reservations today!
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Income for Life
May 1, 6:00 PM EST
You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?
Space is limited so please make your reservations today!
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Three Transitions to Retirement
May 29, 6:00 PM EST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. How to confidently address the financial, lifestyle, and emotional transitions to retirement.
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
Space is limited so please make your reservations today!
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Get to know Your Rollover Options
June 11, 6:00 PM EST
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Space is limited so please make your reservations today!
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Rethinking Diversification
June 25, 6:00 PM EST
You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
- What is traditional portfolio diversification?
- How has the investment landscape changed?
- How can you achieve your goals with the least amount of risk?
- How can new annuity options help you rethink diversification?
Space is limited so please make your reservations today!
Reserve Your Virtual Seat