Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Upcoming Seminars
- July Virtual Seminars
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Understanding Medicare
July 23, 2024 | 6:00 PM CST
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Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
This seminar will answer your medicare questions and help you understand:
•Key differences between Medicare parts A,B,C and D
•Tips for choosing your coverage
•How to enroll in Medicare
•How to plan your retirement income with health care costs in mind
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- August Virtual Seminars
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Income for Life
August 6, 2024 | 6:00 PM CST
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You have retirement goals and plan for your financial future. But do you know what you should do differently to make real progress?
This seminar will include a live Q&A and we'll explore:
•Sources of retirement income you can rely on
•Retirement risks you face now
•Income strategies you should consider
•How you can use annuities to guarantee income for life
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Three Transitions to Retirement
August 20, 2024 | 6:00 PM CST
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Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle, and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
This seminar will answer your retirement questions and help you:
•More confidently address the financial, lifestyle, and emotional transitions to retirement
•Guard against risks and manage the inevitable ones
•Gauge when you’re ready for retirement
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- September Virtual Seminars
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Rollover Planning
September 9, 2024 | 6:00 PM CST
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You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
Four major options for retirement plan balances when changing jobs
•Pros and cons of each option
•How a rollover works
•And more
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Rethinking Diversification
September 16, 2024 | 6:00 PM CST
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You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
•What is traditional portfolio diversification?
•How has the investment landscape changed?
•How can you achieve your goals with the least amount of risk?
•How can new annuity options help you rethink diversification?
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Please don't hesitate to reach out with any questions about the seminars or other financial matters.