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October 2020

Income for Life: Guaranteeing Retirement Income to Last a Lifetime October 20 at 5:30 pm - 6:30 pm

October 20 @ 5:30 pm - 6:30 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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The Return of Conservative Investing October 26 at 5:30 pm - 6:30 pm

October 26 @ 5:30 pm - 6:30 pm

  Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. 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. In this session you will learn the answers to…

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November 2020

Three Transitions to Retirement November 10 at 6:00 pm - 7:00 pm

November 10 @ 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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Social Security and Your Retirement November 17 at 6:00 pm - 7:00 pm

November 17 @ 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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Path to Scholarships® November 21 at 9:00 am - 12:00 pm

November 21 @ 9:00 am - 12:00 pm

TOPIC: Path to Scholarships® PRESENTER: Gerardo Ochoa, Linfield University PLACE: Zoom (RSVP Required) WHEN: Saturday, November 21 @ 9:00 a.m. – 12:00 p.m. COST: Free for students At this workshop students will: -Receive their own college planning guide with a resource CD -Create a portfolio to prepare for College & Scholarship applications -Be guided to writing their first draft of…

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December 2020

The Return of Conservative Investing December 1 at 6:00 pm - 7:00 pm

December 1 @ 6:00 pm - 7:00 pm

  Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. 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. In this session you will learn the answers to…

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