Social Security and Your Retirement

Tuesday, April 19 at 5:30 PM MDT / 6:30 PM CDT

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:

• 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?

Women and Investing

Tuesday, May 3 at 6:00 PM MDT / 7:00 PM CDT

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

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

Rollover Planning

Tuesday, May 17^th at 5:30 PM MDT / 6:30 PM CDT

Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

In this session, you will learn the answers to questions, including:

• Pros and Cons of leaving your money in the company plan
• Possible taxes or penalties we may face when moving money
• Options for moving it your new company plan
• Rolling it over to a personal IRA

Understanding Medicare

Tuesday, June 14 at 6:00 PM MDT / 7:00 PM CDT

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. You’ll 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
• How to consider health care costs when planning your retirement income

Income for Life: Guaranteeing retirement income to last a Lifetime

Tuesday, June 21 at 5:30 PM MDT / 6:30 PM CDT

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

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

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

• 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?