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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!

Understanding Your Lincoln 403(b)

Understanding Your Lincoln 403(b)

Make “cents” of your 403(b). Join us for a 30-minute webinar to learn about the specific retirement plans that are offered to you through your employer. We will cover contributions, the employer match, tax implications, what happens when you retire, and more! Don’t miss this one, it’s worth the investment.

Click Here to Register for Thursday March 21st, 2024 at 12:00pm

CRN-6180352-122223

Social Security Basics

Social Security Basics

Retire in “har-money”; learn how social security can supplement your retirement income. We will present important information you need to know about Social Security and how to use it to your advantage to help achieve your retirement goals. Timing, spousal benefits, taxes, Medicare implications, and more!

Click Here to Register for Thursday May 23rd, 2024 at 12:00pm

CRN-5520905-031723

Are You Ready To Retire? (recommended for age 60+)

Are You Ready To Retire? (recommended for age 60+)

Registration links coming soon!

 

Save the date:

Thursday June 20th, 2024 at 12:00pm

Understanding Your Credit Score

Understanding Your Credit Score

Interested in learning about your credit score? You are not ‘a loan’. Tracking your credit score is important. This webinar will teach you what may cause your credit score to fluctuate, how it is calculated, how to improve a low score, and how to properly track credit spending. Don’t miss out on this important aspect of life!

Click Here to Register for Thursday July 25th, 2024 at 12:00pm

CRN-5733943-061223

Investing In An Election Year

Investing In An Election Year

Registration links coming soon!

 

Save the date:

Thursday September 26th, 2024 at 12:00pm

Avoiding Financial Scams and Fraud

Avoiding Financial Scams and Fraud

Registration links coming soon!

 

Save the date:

Thursday November 21st, 2024 at 12:00pm

Understanding Your Lincoln 457(b) & 401(a)

Understanding Your Lincoln 457(b) & 401(a)

Do your retirement plans make “cents” to you? Join us for a 30-minute webinar to learn about the specific retirement plans that are offered to you through your employer. We will cover the difference between pre-tax, post-tax, and ROTH contributions, the employer match, tax implications, what happens when you retire, and more! Don’t miss this one, it’s worth the investment.

Click Here to Register for Thursday February 22nd, 2024 at 12:00pm

CRN-6180349-122223

<strong>Building <em>Interest</em> in Your Future (Designed for Ages 20-55):</strong>&#160;Keeping Your Budget in Check

Building Interest in Your Future (Designed for Ages 20-55): Keeping Your Budget in Check

10 out of 10, you should budget again. Not only should you budget for everyday expenses, college tuition and supplies, and buying a house, you should also budget for retirement. We will help you decide how much to put into your monthly savings, how to take advantage of your employer 401k match, the difference between a Roth IRA and Traditional IRA, and more! Learn how to truly invest in your future.

If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Zack Bertrand on November 21st, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5716646-060123

<strong>Building <em>Interest</em> in Your Future (Designed for Ages 20-55): </strong>Understanding Your Credit Score

Building Interest in Your Future (Designed for Ages 20-55): Understanding Your Credit Score

Keep score of your credit floor. Learn how to properly track your credit score and what can cause it to fluctuate. We’ll bust some common credit myths and teach you how to stay on track.

Topics include:

  • How is your credit score calculated
  • What can cause your score to decrease
  • How to increase your score
  • Why a good score is important
  • When you should get your first credit card


If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Dominic Randazzo on September 21st, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5733943-061223

<strong>Building <em>Interest</em> in Your Future (Designed for Ages 20-55): </strong>Protecting Your Loved Ones

Building Interest in Your Future (Designed for Ages 20-55): Protecting Your Loved Ones

Life, liberty, and the pursuit of financial security. Keep your family protected if something were to happen to you. Learn the benefits of life insurance, what it costs, how it can help replace lost income, how it can help pay off debt, and how it can cover funeral costs. Don’t let this opportunity slip away!

If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Dominic Randazzo on July 20th, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5716677-060123

<strong>Building <em>Interest</em> in Your Future (Designed for Ages 20-55):&#160;</strong>Understanding Your Employer Sponsored Retirement Plan

Building Interest in Your Future (Designed for Ages 20-55): Understanding Your Employer Sponsored Retirement Plan

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 and better prepare for retirement. You’ll learn how they work, how to take advantage of your employer match, and if there are any tax strategies you should consider.

Other topics include:

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

If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Akira Abderrahman on June 22nd, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5716660-060123

<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.

If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Steve Cannon on May 18th, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5674685-050823

<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

If you missed it, CLICK HERE to view the recording of this seminar!

Presented by Financial Planner Maureen Huttel on March 23rd, 2023

Please note the recording of this seminar does not include a Q&A session. We encourage you to watch the live presentations of our seminars as they are interactive and you may benefit from the questions of others. 

CRN-5520905-031723

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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