Events

  • Understanding Medicare

    August 4, 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

    August 11, 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

    August 18, 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

    August 24, 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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  • The 3 Transitions to Retirement

    September 1, 2021, 6:00 PM

    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.

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  • Social Security & Your Retirement

    September 8, 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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  • Income for Life

    September 15, 2021, 6:00 PM

    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.

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  • How to Weather a Bear Market

    September 22, 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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  • Rollover Planning

    September 29, 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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