Virtual Financial Education Seminars

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual seminars as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

 

Upcoming seminars:

January

January 20, 2021: Social Security and Your Retirement– 6:00 pm
January 27, 2021: Income for Life – 6:00 pm

February

February 2, 2021: Understanding Medicare – 6:30 pm
February 10, 2021: Rollover Planning – 6:00 pm
February 18, 2021: How to Weather a Bear Market – 6:00 pm
February 24, 2021: The Return of Conservative Investing – 6:00 pm

March

March 2, 2021: Women and Investing – 6:00 pm (Presented by Cindi Hill)
March 17, 2021: The Three Transitions to Retirement – 6:00 pm
March 24, 2021: Social Security and Your Retirement – 6:00 pm
March 31, 2021: Income for Life – 6:00 pm