Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 24, 2025
6:00p - 7:00p
Zoom
Women and Investing
There's no denying the facts: Women tend to live longer. As a woman, how do you know whether you have saved and invested enough for your retirement? Join us for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor.
June 10, 2025
6:00p - 7:00p
Zoom
Income for Life
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar as we dive deep into ways to build a nest egg and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
May 27, 2025
6:00p - 7:00p
Zoom
Understanding Your Rollover Options
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. Start finding answers at our Understanding Your Rollover Options Seminar at no cost or obligation to you.
May 13, 2025
6:00p - 7:00p
Zoom
How to Weather a Bear Market
The thought of the market dipping brings a level of anxiety that's unparalleled. It may leave you to question what you'll do, how you'll react and whether your plan is effective. Reacting based on gut instinct could hurt your long-term financial goals. Stay ahead of the game and prepare now with our upcoming seminar. Financial professionals will help you understand: what a bear market is, how behavioral finance affects decision making, how overreactions and bad decisions compromise your goals, and the steps you can take to weather a bear market.
April 29, 2025
6:00p - 7:00p
Zoom
Understanding Medicare
Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions. During the virtual seminar, you'll find out more about the basics of Medicare and how financial education can help you in retirement income planning. Learn the answers to your Medicare questions and discuss: Medicare basics and the differences between Parts A, B, C and D, tips for choosing your coverage and enrolling in Medicare, and how to consider health care costs when planning your retirement income.
April 1, 2025
6:00p - 7:00p
Zoom
Social Security and Your Retirement
During the virtual seminar, you'll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You'll learn the answers to your Social Security questions, including: the rules for starting your Social Security benefits, how spouses coordinate their benefits, different routes to take that could potentially increase your benefits, how to decide where Social Security fits within your retirement plans.
March 25, 2025
6:00p - 7:00p
Zoom
The Return of Conservative Investing
Headwinds like market volatility, low-interest rates and retirement risks make it tough to know where to invest your retirement savings. Help get your financial plans back on track by attending The Return of Conservative Investing seminar. This seminar will cover important topics like certificates of deposit (CDs) and annuities.