free virtual financial education workshops

Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.

Attend as many of the free virtual workshops as you like.

Get to know the Social Security rules for retirement
April 9 @ 6:00 PM EST

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

• The rules for starting Social Security benefits
• How spouses coordinate their benefits
• Different things you can do to potentially increase your benefits
• Where Social Security fits into your retirement plans

Ready to understand Medicare better?
April 15 @ 6:00 PM EST

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

• Medicare basics and the differences between Parts A, B, C, and D
• Tips for choosing your coverage
• How to enroll in Medicare
• How to consider health care costs when planning your retirement income

Income for Life
May 15 @ 6:00 PM EST

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? We’ll explore:

• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life

Three Transitions to Retirement
May 27 @ 6:00 PM EST

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle, and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar, where we discuss how to confidently address these transitions.

• More confidently address the financial, lifestyle, and emotional transitions to retirement
• Guard against risks and manage the inevitable ones
• Gauge when you’re ready for retirement

Get to know Your Rollover Options
June 3 @ 6:00 PM EST

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works
• And more

Women and Investing
June 24 @ 6:00 PM EST

There’s no denying the facts: Women tend to live longer. As a woman, how do you know if you have saved and invested enough for your retirement?

• Key investment principles every woman should know
• Important opportunities like asset allocation
• Understanding investor behavior
• Differences between financial products like mutual funds and annuities