Complimentary Financial Webinars.

Sinking Funders – Your Savings Strategy for (Un)Expected Expenses 

It’s never enjoyable when unexpected expenses pop up in our day-to-day financial situation. What if we can turn unexpected expenses into expected expenses and remove some stress from these situations? Join us as we discuss the concept of sinking funds and how you can structure your savings to prepare for the unexpected.

What You Will Learn:

• The strategy of using sinking funds for unexpected expenses

• The types of expenses you should save for using sinking funds

• How to structure your saving plan using sinking funds

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Understanding Medicare* 

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process. 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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*Click here for important disclosures.

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Resources for Veterans: From Service to Financial Stability 

America’s veterans and service members face unique financial challenges, often due to the stresses of serving, injuries, suffering from PTSD, and struggles adjusting back to civilian life. The question is often asked: how can we support our veterans and their families? Join us as we discuss some of the challenges our veterans face, as well as resources for and solutions to those challenges.

• An overview of unique financial challenges facing veterans

• Solutions both unique to veterans and available to everyone

• How to access available resources

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Income for Life* 

Most folks have retirement goals and plans for their 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)?

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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*Click here for important disclosures.

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Completing the new FAFSA

With changes coming to the 2024-25 FAFSA under the FAFSA Simplification Act, our College Counselor will outline everything you need to know! Join us to learn more about:
• Roadmap to the Simplified FAFSA
• Important Deadlines
• FSA ID for students and parents
• How to complete the FAFSA

Reserve your virtual seat 1:00 pm

Reserve your virtual seat 6:00 pm

Three Transitions to Retirement* 

Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

 You’ll learn more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

• How to confidently address the financial, lifestyle, and emotional transitions to retirement

• How to guard against risks and manage those that are inevitable

• Whether you are ready for retirement

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*Click here for important disclosures.

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Understand Your Rollover Options* 

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

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

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*Click here for important disclosures.

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Rethinking Diversification* 

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 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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*Click here for important disclosures.

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Understanding Credit Reports and Scores

Identity Theft – What it is and How to Protect Yourself

Five Steps to Survive Inflation

Managing the Ups and Downs of Home Buying & Ownership

Understanding How to Pay for College

Is Student Loan Refinance Right for Me?

Student Loans – Connect the Pieces