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:
June
June 7: Rollover Planning – 6:00 pm
June 27: Rethinking Diversification – 6:00 pm
July
July 11: Social Security and Your Retirement – 6:00 pm
July 26: Understanding Medicare – 6:00 pm
August
August 9: Income for Life – 6:00 pm
August 23: The Three Transitions to Retirement – 6:00 pm
September
September 13: Rollover Planning – 6:00 pm
September 26: Redefining a Diversified Portfolio – 6:00 pm