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Financial Wellness Webinars

December 11: Identity Theft, Fraud and Scams

Identity Theft, Fraud and Scams

Wednesday, December 11 @  2:00pm – 3:00pm Eastern

There are unfortunately a lot of creative people out there who will go to extreme measures to take advantage of honest people’s personal information and hard-earned money. While it is unfortunately impossible to guarantee 100% protection, we want to help you take steps to reduce your chances of ending up in this situation. Join us and you will learn about:

  • What identity theft, fraud, and scams are

  • Commonly used elder fraud tactics

  • Ways to protect yourself

Reserve your virtual seat 

 

January 22: Pass Down Prosperity

Pass Down Prosperity

Wednesday, January 22 @  1:00pm – 2:00pm Eastern

Passing down prosperity or generational wealth – money and assets passed down through families – is vital for a strong community, however, many barriers including race, gender, and income keep people caught in a cycle of debt, preventing them from creating a lasting financial legacy.

Join us for an insightful webinar where you will learn how to make decisions to invest in yourself and the future generation, to build a stronger financial future. Join us and you will learn about:

  • How repaying debt can help you to start building wealth

  • How generational wealth is created and passed down

  • How homeownership can build generational wealth

Reserve your virtual seat

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Wealth Management Webinars

December 12: Women and Investing

Women and Investing

Thursday, December 12 @  6:00pm – 7:00pm Eastern

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

Join us for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor. Join us and you will learn about:

  • Key investment principles every woman should know

  • Important opportunities like asset allocation

  • Understanding investor behavior

  • Differences between financial products like mutual funds and annuities

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4751168.2-0823-0925

 

January 8: Social Security and Your Retirement

Social Security and Your Retirement

Wednesday, January 8 @  6:00pm – 7:00pm Eastern

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. Join us and you will learn about:

  • 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

Reserve your virtual seat. 

* Please see important disclosures below.
CMGA-4769383.2-0623-0625

January 21: Understanding Medicare

Understanding Medicare

Thursday, December 21 @  6:00pm – 7:00pm Eastern

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. Join us and you will learn about:

  • Key differences between Medicare parts A, B, C and D

  • Tips for choosing your coverage

  • How to enroll in Medicare

  • How to plan your retirement income with health care costs in mind

Reserve your virtual seat.

* Please see important disclosures below.
CMGA-4768487.2-0723-0725