EVENTS

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Nov 1

2022

Social Security and Your Retirement

Tuesday, November 1st at 6:00 PM MDT / 7:00 PM CDT

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?
    REGISTER

    Nov 15

    2022

    Women and Investing

    Tuesday, November 15th at 6:00 PM MDT / 7:00 PM CDT

    • Key investment principles every woman should know
    • Important opportunities like asset allocation
    • Understanding investor behavior
    • Differences between financial products like mutual funds and annuities
    REGISTER

    Dec 6

    2022

    Three Transitions to Retirement

    Tuesday, December 6th at 6:00 PM MDT / 7:00 PM CDT

    • How to confidently address the financial, lifestyle and emotional transitions to retirement
    • How to guard against risks and manage those that are inevitable
    • Whether you are ready for retirement
    REGISTER
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    Tahlequah: (918) 456-9105
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    Info
    Privacy
    Fee Schedule
    Helpful Links
    SiteMap

     

     

    Contact
    Message Us
    Become a Member
    Muskogee: (918) 683-3460
    Tahlequah: (918) 456-9105

     

    Visit Us
    Need Directions?
    Find ATMs

     

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