Events

  • Social Security & Your Retirement

    October 19, 2021, 6:00 PM

    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? Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

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  • Understanding Medicare

    October 26, 2021, 6:30 PM

    Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

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  • How to Weather a Bear Market

    November 2, 2021, 6:00 PM

    When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

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  • The Return to Conservative Investing

    November 9, 2021, 6:00 PM

    In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

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  • Women and Investing

    November 16, 2021, 6:30 PM

    If you’re a woman who would like to retire one day, you may need to save more and invest more than men. Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

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  • Rollover Planning

    November 30, 2021, 6:00 PM

    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.

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  • Income for Life

    December 7, 2021, 6:00 PM

    Join us for a virtual session that can help you set your financial direction.

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