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Events

Upcoming Events

July 17, 2024

Workshop

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July 24, 2024

Workshop

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Understanding Medicare

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including: • Medicare basics and the differences between Parts A, B, C and D • Tips for choosing your coverage and enrolling in Medicare • How to consider health care costs when planning your retirement income

August 7, 2024

Workshop

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Register to learn about pursuing a steady stream of retirement income

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including: • What sources of retirement income will you rely on? • What retirement risks do you face now that you’re drawing on their savings? • Which income strategies should you consider? • How can you use annuities to guarantee income for life?

August 20, 2024

Virtual Workshop

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The Three Transitions to Retirement

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.

September 3, 2024

Virtual Workshop

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Rollover Planning

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

September 10, 2024

Virtual Workshop

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Rethinking Diversification

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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