Events
Upcoming Events
Income for Life
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
The Three Transitions to Retirement
Travis Stanley from TruStage™ Annuities 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
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 options ● How a rollover works ● And more
Women and Investing
We’ll explore: • Key investment principles every woman should know • Important opportunities like asset allocation • Understanding investor behavior • Differences between financial products like mutual funds and annuities
Past Events
April 15, 2025
Virtual Workshop
Understanding Medicare
Travis Stanley from TruStage™ Annuities 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
April 9, 2025
Virtual Workshop
Social Security
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand: ● The rules for starting Social Security benefits ● How spouses coordinate their benefits ● Different things you can do to potentially increase your benefits ● Where Social Security fits into your retirement plans
March 26, 2025
Virtual Workshop
Women and Investing
We’ll explore: • Key investment principles every woman should know • Important opportunities like asset allocation • Understanding investor behavior • Differences between financial products like mutual funds and annuities