free virtual financial education workshops
Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.
Attend as many of the free virtual workshops as you like.
Social Security Rules for Retirement
January 8 @ 6:00 PM EST
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
- 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
Space is limited so please make your reservations today!
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Understanding Medicare
January 21 @ 6:00 PM EST
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.
- Medicare basics and the differences between Parts A, B, C, and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to consider health care costs when planning your retirement income
Space is limited so please make your reservations today!
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Income for Life
February 12 @ 6:00 PM EST
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
- 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
Space is limited so please make your reservations today!
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Three Transitions to Retirement
February 26 @ 6:00 PM EST
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.
- 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
Space is limited so please make your reservations today!
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Get to know Your Rollover Options
March 12 @ 6:00 PM EST
Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer?
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Space is limited so please make your reservations today!
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Women and Investing
March 26 @ 6:00 PM EST
There’s no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirement?
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Space is limited so please make your reservations today!
Reserve Your Virtual Seat