The Return of Conservative Investing

May 18, 2021, at 6:00 p.m.

Market volatility. Low-interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

Women and investing

May 25, 2021, at 5:30 p.m.

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.

Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

Three Transitions to retirement

June 1, 2021, at 6:00 p.m.

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience the lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Here’s an opportunity to attend a valuable virtual seminar on this topic.

Social security and your retirement

June 8, 2021, at 6:00 p.m.

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? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.

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

Income For Life

June 15, 2021, at 6:00 p.m.

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.

How to weather a bear market

June 22, 2021, at 6:00 p.m.

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Rollover Planning

June 29, 2021, at 6:00 p.m.

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.