Financial Planning Basics

Learn the basics of financial planning and start building a plan tailored just for your specific needs.

While no two financial plans are exactly alike, tailoring a plan to fit your specific needs and circumstances can leave you better prepared for what lies ahead. Building your own financial plan doesn’t have to be complicated. Understanding the basics can help set you on the path toward a more secure financial future.

Join us for this free informational session to learn:

  • How to construct a budget
  • The importance of an emergency fund
  • Credit fundamentals
  • Risk tolerance, the difference between pre-tax, after-tax and tax-deferred investments
  • Basic estate planning concepts

Registration is required for this event. Reserve your spot here 

Mutual funds will be discussed. Investing in mutual funds involves risk, including possible loss of principal.

When: Tuesday, October 3, 2023 - 5:30 - 6:30 PM
Where: Online

Retirement Basics

Learn the basics to help you determine your needs and establish a road map to help set yourself up for a comfortable, enjoyable retirement.

Retirement is a reward for a lifetime of hard work, but how well you prepare for it ahead of time can have a major impact on how well you’re able to enjoy it. How will you plan for your retirement?

Join us for an educational workshop where we’ll focus on strategies designed to help you:

  • Put together a retirement roadmap
  • Understand the factors that influence when you retire, and how long your retirement could last
  • Exploring “Medigap” and medical supplement insurance
  • How to estimate your retirement expenses and income, while factoring in inflation and taxes
  • How to leverage tax-advantaged savings vehicles such as 401(k)s and IRAs

Registration is required for this event. Reserve your spot here:

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, the ETF, or the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

When: Tuesday, October 10, 2023 - 5:30 PM
Where: Online

Retirement Income Planning

Review the steps you need to take to enjoy a fulfilling, financially stable and comfortable retirement.

You've spent a lifetime accumulating oney for your retirement-but that's only part of your retirement equation. To maximize your likelihood of a low-stress, financially stable retirement, you'll want to have a detailed plan regarding your retirement lifestyle, the costs associated with it, supplemental income and more.

Join us for an educational workshopwhere we'll focus on strategies designed to help you:

  • Plan your retirement's start date
  • Estimate the amount of money you'll need for your desired lifestyle
  • Employ investment strategies to supplement your income
  • Prepare for a more comfortable and rewarding retirement lifestyle

Registration is required for this event. Reserve your spot here:

When: Tuesday, October 24, 2023 - 5:30 PM
Where: Online

Social Security

When should you begin receiving your Social Security retirement benefit? There are plenty of considerations that go into making the decision, and it’s important to know your options.

In this informational seminar, we’ll explore topics such as:

  • What your full retirement age is, and how your benefit is determined
  • How when you retire affects your Social Security benefit
  • The importance of planning with your spouse, and how to boost retirement and survivor’s benefits
  • How working after you begin receiving Social Security impacts how much you receive

Registration is required for this event. Reserve your spot here:

When: Tuesday, November 7, 2023 - 5:30 PM
Where: Online