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
October 3 @ 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

Understanding Medicare
October 15 @ 6:00 PM EST

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

Income for Life
October 29 @ 6:00 PM EST

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?

Three Transitions to Retirement
November 5 @ 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. 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

Get to know Your Rollover Options
December 3 @ 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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

• 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
December 12 @ 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