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:
September
September 15: Income for Life – 6:00 pm
September 22: How to Weather a Bear Market – 6:00 pm
September 29: Rollover Planning – 6:00 pm
October
October 5: Redefining a Diversified Portfolio – 6:00 pm
October 12: Three Transitions to Retirement – 6:00 pm
October 19: Social Security and Your Retirement – 6:00 pm
October 26: Understanding Medicare – 6:30 pm
November
November 2: How to Weather a Bear Market – 6:00 pm
November 9: The Return of Conservative Investing – 6:00 pm
November 16: Women and Investing – 6:30 pm
November 30: Rollover Planning – 6:00 pm
December
December 7: Income for Life – 6:00 pm