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United Investment Planning: Retirement, Wealth Management, Insurance

webinars

Take advantage of an opportunity to learn valuable insights on financial information, at no cost or obligation.

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!
Reserve Your Virtual Seat


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!
Reserve Your Virtual Seat


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!
Reserve Your Virtual Seat


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!
Reserve Your Virtual Seat


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!
Reserve Your Virtual Seat


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


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

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