Social Security & Your Retirement
July 8,2025 @ 6pm
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.
This seminar will help you understand:
• 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
Medicare
July 22, 2025 @ 6pm
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. Attending the Understanding Medicare seminar is a great first step in this process.
This seminar will help you understand:
• 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
Income For Life
August 5, 2025 @ 6pm
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
This seminar will help you understand:
• Sources of retirement income you can rely on
• Retirement risks you face now
• Income strategies you should consider
• How you can use annuities to guarantee income for life
The 3 Transitions to Retirement
August 5, 2025 @ 6pm
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. A great first step in this journey is the Three Transitions to Retirement seminar.
This seminar will help you understand:
• 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
Rollover Planning
September 8, 2025 @ 6pm
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? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
This seminar will help you understand:
• Four major options for retirement plan balances when changing jobs
• Pros and cons of each options
• How a rollover works
Redefining a Diversified Portfolio
September 22,2025 @ 6pm
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all.
This seminar will help you understand:
• What traditional portfolio diversification is
• How the investment landscape changes
• How you can achieve your goals with minimal risk
• How new annuity options help you rethink diversification
