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?

November

November 15: The Three Transitions to Retirement – 6:00 pm

December

December 7: Rollover Planning – 6:00 pm
December 19: Redefining a Diversified Portfolio – 6:00 pm