All Entries

View by
Classes

Rollover Planning - Virtual Seminar

Wednesday, June 30, 2021; 6:00pm - 7:00pm

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 to your new company plan

· Rolling it over to a personal IRA

View all events

Classes

The Three Transitions to Retirement - Virtual Seminar

Wednesday, June 02, 2021; 6:00pm - 7:00pm

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

View all events

Classes

How to Weather a Bear Market - Virtual Seminar

Wednesday, June 23, 2021; 6:00pm - 7:00pm

When the market dips, what do you do? How do you react?

Attend this valuable virtual seminar and 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?

View all events

Classes

Understanding Medicare - Virtual Seminar

Wednesday, May 05, 2021; 6:30pm - 7:30pm

During this session, you’ll learn:

  • 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

View all events

Classes

How to Weather a Bear Market - Virtual Seminar

Wednesday, May 12, 2021; 6:00pm - 7:00pm

When the market dips, what do you do? How do you react?

Attend this valuable virtual seminar and 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?

View all events