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January 2021

Social Security and Your Retirement January 19 at 6:00 pm - 7:00 pm

January 19 @ 6:00 pm - 7:00 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? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity…

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Income for Life: Guaranteeing Retirement Income to Last a Lifetime January 26 at 6:00 pm - 7:00 pm

January 26 @ 6:00 pm - 7:00 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. Will Social Security be enough? What about your 401(k)? Join us for a virtual session that can help you set your financial direction and answer more of…

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February 2021

Understanding Medicare February 2 at 3:30 pm - 4:30 pm

February 2 @ 3:30 pm - 4:30 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. During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income…

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Rollover Planning February 9 at 6:00 pm - 7:00 pm

February 9 @ 6:00 pm - 7:00 pm

  Often times 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. In this session you will learn the answers to questions, including: Pros and Cons to leaving your money in the…

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Home Buying Seminar February 11 at 6:00 pm - 7:00 pm

February 11 @ 6:00 pm - 7:00 pm

Your new home may be the biggest purchase you make in your life.   With so many things to consider, ease your anxiety by attending our no-cost seminar where we will guide you through the process.   Among other things, you will learn:   The key steps to buy your new home Industry trends affecting the market Techniques to help…

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Social Security and Your Retirement February 16 at 6:00 pm - 7:00 pm

February 16 @ 6:00 pm - 7:00 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? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity…

Find out more »
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