Events

  • Understanding Medicare

    January 25, 2022, 6:30 PM

    Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

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  • Income for Life

    February 9, 2022, 6:00 PM

    Join us for a virtual session that can help you set your financial direction.

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  • Women and Investing

    February 22, 2022, 6:30 PM

    If you’re a woman who would like to retire one day, you may need to save more and invest more than men. Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

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  • Rollover Planning

    March 8, 2022, 6:00 PM

    Often 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.

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  • Three Transitions to Retirement

    March 22, 2022, 6:00 PM

    Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.

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