Events
What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets?
These are some of the questions our advisors address with retirees and soon to be retirees in classes and webinars. At this time our events are online only. We will be offering educational webinars at no cost to the attendees.
These online webinars are approximately 30 minutes and we think it will be time well spent. You can continue with your TV bingeing later.
SEE UPCOMING EVENTS BELOW
In order to register please click the highlighted area and indicate which event you are interested in, or call toll free 1-888-333-3818.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 15, 2020
7:00p - 7:30p
Your home
Outlook 2020 Your Retirement Vision
Even before the pandemic, we were all still a bit scarred by the events in 2008 in which major markets lost 30% of their value. Let us look at today- 12 years later. We will discuss the 3 greatest risks faced by retirees and those nearing retirement. Market Volatility- Taxes and Inflation
June 24, 2020
7:00p - 7:30p
Online Webinar
Bear Market Webinar (7 pm)
Join us to discover how to better protect yourself for a more successful retirement. To register for the class, please click the REGISTER button to the left or call our office at 888-333-3818
June 17, 2020
11:30a - 12:30p
Online Webinar
Bear Market Webinar
Join us to discover how to better protect yourself for a more successful retirement. To register for the class, please click the REGISTER button to the left or call our office at 888-333-3818