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Live Seminars

Seminars

Financial Representatives

Retirement Forecast

Online Experience

You can view our upcoming webinars below, learn more about the topics, and select a time and date you would like to attend. We invite you to enroll in as many seminars as you would like. After you've registered, you'll receive an email invitation with your login link for the seminar. We can't wait to see you there!

<strong>Looking <em>Forward</em> to Retirement (Designed for Ages 55+):&#160;</strong>Income Strategies

Looking Forward to Retirement (Designed for Ages 55+): Income Strategies

Now that you have the money in your Employer Sponsored Retirement accounts, how will you get it out? Most people need 80% of their salary to maintain their current lifestyle while retired. Strategy is important. This webinar will focus on how to find your income “gap”, the challenges you may face, how to navigate those challenges, and most importantly how to make you feel comfortable and prepared for this new chapter in your life.

Make sure to sign-up for our other monthly Webinars to learn about social security, Medicare, understanding your credit score, and more.

Don't procrastinate, sign-up today!

Save the date... Registration will be coming soon!

February 23rd at 12:00pm

<strong>Looking <em>Forward</em> to Retirement (Designed for Ages 55+):&#160;</strong>Social Security Basics

Looking Forward to Retirement (Designed for Ages 55+): Social Security Basics

You pay into it, so when should it pay out to you? This webinar is designed to help you understand what social security is, how it is calculated, what claim options you have, and any pros and cons to claims before maturity.

Other topics include:

  • How social security is taxed
  • What options you have as a spouse
  • What happens if you get divorced
  • Other benefits

Make sure to sign-up for our other monthly Webinars to learn about Medicare, understanding your credit score, budgeting for retirement, and more.

Don't procrastinate, sign-up today!

Save the date... Registration will be coming soon!

March 23rd at 12:00pm

<strong>Looking <em>Forward</em> to Retirement (Designed for Ages 55+):&#160;</strong>Medicare Basics

Looking Forward to Retirement (Designed for Ages 55+): Medicare Basics

A, B, C, D, is Medicare right for me? This webinar will bust the 5 most common myths about Medicare and discuss how to maximize its benefit to you. We’ll dive into costs, how and when to enroll, where you are covered, and other beneficial topics.

Make sure to sign-up for our other monthly Webinars to learn about understanding your credit score, budgeting for retirement, and more.

Don't procrastinate, sign-up today!

Save the date... Registration will be coming soon!

April 20th at 12:00pm

<strong>Looking <em>Forward</em> to Retirement (Designed for Ages 55+):&#160;</strong>Putting It All Together &#8211; Creating a Retirement Income Plan

Looking Forward to Retirement (Designed for Ages 55+): Putting It All Together – Creating a Retirement Income Plan

Vacations, new hobbies, grandkids; they cost money. Utilize the information you’ve learned thus far and put it all together in this webinar. We’ll dive into the do’s and don’ts of retirement income planning and how to maximize your retirement savings so you are able to have the retirement of your dreams.

Make sure to sign-up for our other monthly Webinars to learn about protecting your loved ones, saving for college, understanding your credit score, budgeting for retirement, and more.

Don't procrastinate, sign-up today!

Save the date... Registration will be coming soon!

May 18th at 12:00pm

<strong>Looking <em>Forward</em> to Retirement (Designed for Ages 55+):&#160;</strong>Understanding your Employer Sponsored Retirement Plan(s)

Looking Forward to Retirement (Designed for Ages 55+): Understanding your Employer Sponsored Retirement Plan(s)

What’s better than earning money while you earn money? This Webinar is designed to provide you with a better understanding of how to maximize the benefits of your Employer Sponsored Retirement Plan(s). You’ll learn how they work, how to take advantage of your employer match, and if there are any tax strategies you should consider. Put your knowledge to the test when you sign up or update your Employer Sponsored Retirement Plan.

This year’s topics include:

  • Tax Deferral
  • Roth vs. Traditional IRA Contributions
  • Employer Contribution Matches
  • Loan Provision
  • Contribution Limits
  • Catch-Up Contributions
  • Investment Options

Make sure to sign-up for our other monthly Webinars to learn about retirement planning, income planning, social security, Medicare, understanding your credit score, and more.

Don't procrastinate, sign-up today!

CRN-5428932-012423

Are You on Track for Retirement?

Are You on Track for Retirement?

We invite you to schedule a one-on-one retirement forecast meeting with our experienced financial advisors at a time that works for you. In this 30-minute virtual meeting, you’ll be able to talk privately with a financial professional about your retirement goals and whether or not you’re on track to meet them.

We’ll provide you with a personalized estimate of how much income you’ll need in retirement and develop a sound financial strategy to get you to your goals. When the meeting’s over, you’ll walk away with a plan and a better understanding of your retirement outlook.

This consultation is completely complimentary. Select an advisor from the list below and schedule your retirement forecast meeting today.

Click here to find your designated financial representative and schedule your meeting

Click here to learn more about the Retirement Forecast meeting

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