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Webinar: Three Transitions to Retirement

Monday, March 24, 2025 | Time 6:00 – 7:00 pm (Eastern)

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. Join us learn how to:

  • 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

Reserve your virtual seat.

* Please see important disclosures below.
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Financial Wellness Webinars

April 30: Build Your Monthly Spending Plan

Build Your Monthly Spending Plan

Wednesday, April 30 @  2:00pm – 3:00pm Eastern

Are you one of many people who have created a spending plan in the past and had trouble sticking to it? If so, you are not alone! In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.

Reserve your virtual seat.

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Wealth Management Webinars

March 24: Three Transitions to Retirement

Three Transitions to Retirement

Monday, March 24 @  6:00pm – 7:00pm Eastern

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. Join us and learn how to:

  • 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

  • and, much more!

Reserve your virtual seat.

* Please see important disclosures below.

March 26: Women and Investing

Women and Investing 

Wednesday, March 26 @  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 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

April 9: Social Security & Your Retirement

Social Security & Your Retirement

Wednesday, April 9, 2025 @ Time 6:00 – 7:00 pm (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 learn more 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

April 15: Understanding Medicare

Understanding Medicare

Tuesday, April 15 @  6:00pm – 7:00pm Eastern

Ready to understand Medicare better? 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 learn more 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