Events
Upcoming Events
Income For Life
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?
The 3 Transitions to Retirement
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. • 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 option ● 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
October 15, 2024
Virtual Workshop
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
October 3, 2024
Virtual Workshop
September 10, 2024
Virtual Workshop
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?
September 3, 2024
Virtual Workshop
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
August 20, 2024
Virtual Workshop
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.
August 7, 2024
Workshop
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?
July 24, 2024
Workshop
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
July 17, 2024
Workshop