Social Security and Your Retirement

July 27, 2021, 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:

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?

Understanding Medicare Virtual Seminar

August 4th, 2021 at 6:30 pm EST, 5:30 Central

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:

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

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

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.

The Return of Conservative Investing Virtual Seminar

August 17th, at 6 p.m. Central.

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.

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

• How can conservative investments help you face today’s economic risks?
• What are the differences between CDs and annuities?
• What are the different types of annuities?
• How do you decide which conservative investment is right for you?

Women and Investing

August 24th, 2021, at 6:30 p.m. EST / 5:30 p.m. Central

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.

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

Find out if you’re ready to retire.

August 31st at 6 p.m. Central

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.

During this session, you’ll learn:

• 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

Social Security and Your Retirement

September 7th, at 6 p.m. Central

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:

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?

Social Security and Your Retirement

September 14th, at 6 p.m. Central

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?

How to Weather a Bear Market

September 21st, at 6 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.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

• What is a bear market?
• How does behavioral finance affect decision-making?
• How do overreaction and bad decisions compromise long-term financial goals?

How do I weather a bear market?

Rollover Planning

September 28th, at 6 p.m.Central

Often 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 to 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