Join an upcoming workshop from the comfort of your home or office, where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Upcoming Seminars
- April Virtual Seminars
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Social Security & Your Retirement
April 8, 2024 | 6:00 PM CST
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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.
Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Mason from TruStage™ Annuities will walk through specifics about Social Security and help you understand:
•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
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Understanding Medicare
April 22, 2024 | 6:00 PM CST
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You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:
•Medicare basics and the differences between Parts A, B, C and D
•Tips for choosing your coverage and enrolling in Medicare
•How to consider health care costs when planning your retirement income
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- May Virtual Seminars
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Income for Life
May 1, 2024 | 6:00 PM CST
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You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including:
•What sources of retirement income will you rely on?
•What retirement risks do you face now that you’re drawing on their savings?
•Which income strategies should you consider?
•How can you use annuities to guarantee income for life?
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Three Transitions to Retirement
May 20, 2024 | 6:00 PM CST
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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.
This seminar will answer your retirement questions and help you:
•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
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- June Virtual Seminars
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Rollover Planning
June 5, 2024 | 6:00 PM CST
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You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
Four major options for retirement plan balances when changing jobs
•Pros and cons of each option
•How a rollover works
•And more
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Rethinking Diversification
June 18, 2024 | 6:00 PM CST
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You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:
•What is traditional portfolio diversification?
•How has the investment landscape changed?
•How can you achieve your goals with the least amount of risk?
•How can new annuity options help you rethink diversification?
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Please don't hesitate to reach out with any questions about the seminars or other financial matters.