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Wealth Management Webinars

June 25: Rethinking Diversification

Rethinking Diversification

Tuesday, June 25 6:00 pm – 7:00 pm Eastern

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are 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?

Reserve your virtual seat

* Please see important disclosures below.
CMGA-1803467.6-1220-0123

July 17: Social Security & Your Retirement

Social Security & Your Retirement

Wednesday, July 17 6:00 pm – 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. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you:

  • 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

July 24: Understanding Medicare

Understanding Medicare

Wednesday, July 24 6:00 pm – 7:00 pm Eastern

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. Here’s an opportunity to attend a valuable education seminar on this important topic at no cost and no obligation.

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

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4768487.1-0622-0724

August 7: Income for Life

Income for Life

Wednesday, August 7 6:00 pm – 7:00 pm Eastern

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

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?

Reserve your virtual seat

* Please see important disclosures below.
CMGA-4751390.1-0522-0624

 

August 20: The Three Transitions to Retirement

The Three Transactions to Retirement

Tuesday, August 20 6:00 pm – 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.

  • 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.
CMGA-4751587.2-0923-1025

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More Financial Wellness Webinars

June 26: Tips for First Time Home Buyers

Tips for First Time Home Buyers

Wednesday, June 26 1:00 pm- 1:45pm Eastern

It’s homebuying season, and GreenPath is here to help people navigate the exciting, yet sometimes overwhelming, process of buying their first home! We will break down the steps involved and also walk through how to be successful homeowners long-term.

HUD-approved housing counseling agency GreenPath will help break down the process of homebuying and set you up for success as you prepare to own your first home. Join us and you will learn more about:

  • Initial preparation steps to take when getting ready to purchase a home

  • Important considerations in the homebuying process

  • How to be a successful homeowner long-term

Reserve your virtual seat

 

July 24: Teaching Kids About Money

Teaching Kids About Money

Wednesday, July 24 2:00 pm – 3:00 pm Eastern

From hosting a lemonade stand to preparing for college, it is never too early – or too late! – to start teaching kids about money. Join us for practical tips on how to start setting your child up for a financially healthy future at any age. Join us and learn about:

  • Financial life lessons to share with children

  • Tips to set your child up for a financially healthy future

  • Ways to incorporate money lessons into daily life

Reserve your virtual seat

August 14: Options for Dealing with Debt

Options for Dealing with Debt

Wednesday, June 26 1:00 pm- 1:45pm Eastern

Paying off debt can feel overwhelming, and it can be even more challenging to navigate all the options available and choose the best approach. Join us for a workshop to discuss a variety of payoff options, identify key differences, and weigh the pros and cons of each.

Becoming debt free requires a plan, and we can help you develop one. From getting prepared, to staying on track, your goals around debt are within reach!

Reserve your virtual seat