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January 2022

Social Security and Your Retirement January 25 at 6:00 pm - 7:00 pm

January 25 @ 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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February 2022

Income for Life: Guaranteeing Retirement Income to Last a Lifetime February 8 at 6:00 pm - 7:00 pm

February 8 @ 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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Women and Investing February 22 at 6:00 pm - 7:00 pm

February 22 @ 6:00 pm - 7:00 pm

  There’s no denying the facts: women tend to earn less and live longer than men. 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! The virtual seminar will focus on taking control of…

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March 2022

Rollover Planning March 8 at 6:00 pm - 7:00 pm

March 8 @ 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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Three Transitions to Retirement March 22 at 6:00 pm - 7:00 pm

March 22 @ 6:00 pm - 7:00 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. Working together, we’ll gain clarity and confidence about your path to retirement. During…

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